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| Provider | Service type | Compensation |
|---|---|---|
PARK AVENUE SECURITIES LLC4+ years Filed as: PARK AVENUE SECURITIES Service code 27 · EIN 13-4023176 | Advisory (Plan) | $33,056 |
Filed as: FIDELITY INVESMENTS INSTITUTIONAL Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $29,043 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,309 |
Service code 60 | Sub-TA Fees | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,327 | $90,064-68.5% | $100,415-71.8% | $77,762-63.6% |
| Participation rate | 96.3% | 81.3%+15.0pp | 81.5%+14.8pp | 70.6%+25.7pp |
| Annual return | 21.73% | 20.61%+1.1pp | 49.47%-27.7pp | 31.27%-9.5pp |
| Employer contribution / active EE | $2,908 | $3,043-4.5% | $3,943-26.3% | $2,728+6.6% |
| Participant deferral / active EE | $5,002 | $8,282-39.6% | $8,091-38.2% | $4,651+7.5% |
| Admin fee / account holder | $145 | $172-16.0% | $7,906-98.2% | $433-66.6% |