Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PARK AVENUE SECURITIES LLC3+ years Filed as: PARK AVENUE SECURITIES Service code 27 · EIN 13-4023176 | Advisory (Plan) | $23,833 |
Filed as: FIDELITY INVESMENTS INSTITUTIONAL Service code 37 · EIN 04-2647786 | Loan Processing | $21,414 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,433 |
Service code 60 | Sub-TA Fees | $0 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,305 | $89,282-76.1% | $94,672-77.5% | $74,473-71.4% |
| Participation rate | 96.1% | 82.4%+13.6pp | 80.8%+15.2pp | 70.7%+25.3pp |
| Annual return | 24.32% | 25.96%-1.6pp | 156.89%-132.6pp | 34.36%-10.0pp |
| Employer contribution / active EE | $2,413 | $3,022-20.2% | $3,673-34.3% | $2,638-8.5% |
| Participant deferral / active EE | $4,180 | $8,425-50.4% | $7,417-43.6% | $4,530-7.7% |
| Admin fee / account holder | $97 | $219-55.7% | $7,222-98.7% | $347-72.0% |