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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $19,933 |
PARK AVENUE SECURITIES LLC2+ years Filed as: PARK AVENUE SECURITIES Service code 27 · EIN 13-4023176 | Advisory (Plan) | $10,342 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,481 | $64,612-63.7% | $86,451-72.8% | $64,824-63.8% |
| Participation rate | 75.0% | 81.5%-6.5pp | 80.3%-5.3pp | 71.5%+3.5pp |
| Annual return | 1.50% | 0.66%+0.8pp | 4398.51%-4397.0pp | 32.84%-31.3pp |
| Employer contribution / active EE | $1,625 | $2,744-40.8% | $3,770-56.9% | $2,507-35.2% |
| Participant deferral / active EE | $3,537 | $7,497-52.8% | $6,953-49.1% | $4,311-18.0% |
| Admin fee / account holder | $89 | $169-47.2% | $6,734-98.7% | $188-52.5% |