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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIRST LIGHT RETIREMENT, LLC Service code 27 · EIN 86-3483132 | Advisory (Plan) | $15,872 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $15,713 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,969 | $65,125-20.2% | $143,797-63.9% | $66,949-22.4% |
| Participation rate | 99.5% | 65.2%+34.3pp | 80.3%+19.2pp | 69.8%+29.7pp |
| Annual return | -18.66% | -11.13%-7.5pp | -0.04%-18.6pp | 1.57%-20.2pp |
| Employer contribution / active EE | $2,619 | $2,362+10.9% | $4,952-47.1% | $2,545+2.9% |
| Participant deferral / active EE | $5,657 | $2,920+93.7% | $5,638+0.3% | $4,239+33.4% |
| Admin fee / account holder | $102 | $503-79.7% | $14,679-99.3% | $594-82.8% |