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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $47,741 |
Filed as: PARK AVENUE SECURITIES Service code 27 · EIN 13-4023176 | Advisory (Plan) | $23,305 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,129 | $102,422-55.0% | $147,117-68.6% | $80,959-43.0% |
| Participation rate | 90.5% | 75.9%+14.6pp | 82.2%+8.3pp | 67.7%+22.8pp |
| Annual return | 8.72% | 135.16%-126.4pp | 420.54%-411.8pp | 35.67%-27.0pp |
| Employer contribution / active EE | $4,923 | $3,717+32.4% | $4,932-0.2% | $2,757+78.6% |
| Participant deferral / active EE | $13,986 | $6,652+110.2% | $8,065+73.4% | $4,300+225.2% |
| Admin fee / account holder | $393 | $7,953-95.1% | $12,993-97.0% | $6,925-94.3% |