Filed January 2, 2024 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2 years Service code 26 · EIN 31-1592130 | Advisory (Participants) | $47,112 |
PARK AVENUE SECURITIES LLC2 years Service code 27 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,798 | $54,573-3.3% | $90,970-42.0% | $73,493-28.2% |
| Participation rate | 57.1% | 61.2%-4.0pp | 69.0%-11.9pp | 70.7%-13.5pp |
| Annual return | 13.62% | 16.69%-3.1pp | 134.58%-121.0pp | 28.51%-14.9pp |
| Employer contribution / active EE | $1,291 | $991+30.2% | $2,122-39.2% | $2,270-43.1% |
| Participant deferral / active EE | $3,453 | $2,517+37.2% | $3,373+2.4% | $3,740-7.7% |
| Admin fee / account holder | $645 | $521+23.7% | $5,960-89.2% | $513+25.7% |