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| Provider | Service type | Compensation |
|---|---|---|
FIRST CLEARING LLC2+ years Service code 27 · EIN 23-2384840 | Advisory (Plan) | $19,896 |
Service code 37 · EIN 04-2647786 | Loan Processing | $150 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,677 | $76,552+57.6% | $123,892-2.6% | $62,891+91.9% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 5.46% | 18.68%-13.2pp | 47.52%-42.1pp | 20.14%-14.7pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $22,453 | $4,840+363.9% | $5,984+275.2% | $3,203+601.0% |
| Admin fee / account holder | $239 | $4,826-95.1% | $8,357-97.1% | $4,296-94.4% |