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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $289,445 |
PARK AVENUE SECURITIES LLC2 years Filed as: PARK AVENUE SECURITIES Service code 27 · EIN 13-4023176 | Advisory (Plan) | $30,829 |
JGD & ASSOCIATES LLP1 year Service code 10 · EIN 95-3132551 | Accounting | $10,500 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $6,486 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,027 | $47,634-83.1% | $90,461-91.1% | $90,274-91.1% |
| Participation rate | 74.8% | 67.5%+7.3pp | 72.7%+2.1pp | 73.4%+1.4pp |
| Annual return | 10.79% | 19.61%-8.8pp | 1294.76%-1284.0pp | 53.97%-43.2pp |
| Employer contribution / active EE | $0 | $1,749-100.0% | $3,264-100.0% | $2,523-100.0% |
| Participant deferral / active EE | $1,044 | $2,824-63.0% | $3,964-73.7% | $4,231-75.3% |
| Admin fee / account holder | $173 | $106+63.0% | $5,617-96.9% | $114+51.5% |