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| Provider | Service type | Compensation |
|---|---|---|
FIRST CLEARING LLC1+ years Filed as: FIRST CLEARING, LLC Service code 19 · EIN 23-2384840 2801 MARKET STREET · ST. LOUIS, MO 63103 | Securities Custodian | $22,631 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,544 | $83,908-56.4% | $68,509-46.7% | $125,388-70.9% |
| Participation rate | 63.2% | 78.2%-15.0pp | 74.7%-11.6pp | 83.2%-20.0pp |
| Annual return | -1.67% | 14.48%-16.1pp | 8.27%-9.9pp | 282.24%-283.9pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $2,278-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $4,125-100.0% | $3,382-100.0% | $5,352-100.0% |
| Admin fee / account holder | $82,963 | $8,982+823.6% | $5,275+1472.9% | $9,541+769.6% |