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| Provider | Service type | Compensation |
|---|---|---|
PARK AVENUE SECURITIES LLC1+ years Filed as: PARK AVENUE SECURITIES, LLC Service code 99 · EIN 13-4023176 | Other Fees | $20,504 |
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Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $179,823-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 42.1%-42.1pp | 2.1%-2.1pp |
| Annual return | -0.55% | 7.65%-8.2pp | 148.78%-149.3pp | 7.65%-8.2pp |
| Employer contribution / active EE | $7,945 | $20,582-61.4% | $26,858-70.4% | $20,582-61.4% |
| Participant deferral / active EE | $0 | $1,172-100.0% | $63-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $1,660-100.0% | $193-100.0% |