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| Provider | Service type | Compensation |
|---|---|---|
FIRST LIGHT RETIREMENT LLC2 years Filed as: FIRST LIGHT RETIREMENT, LLC Service code 27 · EIN 86-3483132 | Advisory (Plan) | $22,246 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $19,466 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,160 | $61,391+9.4% | $149,723-55.1% | $71,529-6.1% |
| Participation rate | 99.5% | 62.5%+37.0pp | 78.8%+20.7pp | 67.9%+31.6pp |
| Annual return | 19.35% | 35.88%-16.5pp | 134.50%-115.1pp | 28.97%-9.6pp |
| Employer contribution / active EE | $2,414 | $2,384+1.3% | $4,821-49.9% | $2,590-6.8% |
| Participant deferral / active EE | $6,306 | $2,921+115.9% | $5,682+11.0% | $4,291+47.0% |
| Admin fee / account holder | $150 | $1,264-88.2% | $13,215-98.9% | $1,588-90.6% |