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| Provider | Service type | Compensation |
|---|---|---|
FIRST CLEARING LLC1+ years Service code 55 · EIN 23-2384840 | Other Commissions | $60,616 |
RUBINO & COMPANY1+ years Filed as: RUBINO & MCGEEHIN, CHARTERED Service code 10 · EIN 52-1186096 | Accounting | $14,516 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,325 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,615 | $70,002-23.4% | $115,037-53.4% | $52,331+2.5% |
| Participation rate | 91.9% | 72.1%+19.8pp | 81.4%+10.5pp | 68.1%+23.8pp |
| Annual return | -0.37% | 4.04%-4.4pp | 26.14%-26.5pp | 4.54%-4.9pp |
| Employer contribution / active EE | $4,645 | $2,715+71.1% | $4,608+0.8% | $1,882+146.9% |
| Participant deferral / active EE | $5,792 | $4,920+17.7% | $6,026-3.9% | $3,022+91.7% |
| Admin fee / account holder | $36 | $566-93.7% | $8,175-99.6% | $592-94.0% |