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| Provider | Service type | Compensation |
|---|---|---|
FIRST LIGHT RETIREMENT LLC3 years Filed as: FIRST LIGHT RETIREMENT, LLC Service code 27 · EIN 86-3483132 | Advisory (Plan) | $25,641 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $20,867 |
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 | $78,307 | $55,470+41.2% | $155,556-49.7% | $74,478+5.1% |
| Participation rate | 99.5% | 61.9%+37.6pp | 78.2%+21.3pp | 67.2%+32.3pp |
| Annual return | 15.70% | 269.80%-254.1pp | 64.84%-49.1pp | 1370.56%-1354.9pp |
| Employer contribution / active EE | $2,184 | $2,267-3.7% | $4,675-53.3% | $2,626-16.8% |
| Participant deferral / active EE | $6,024 | $2,838+112.3% | $5,631+7.0% | $4,350+38.5% |
| Admin fee / account holder | $172 | $1,744-90.1% | $15,885-98.9% | $1,946-91.1% |