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| Provider | Service type | Compensation |
|---|---|---|
FIRST CLEARING LLC1+ years Service code 27 · EIN 23-2384840 | Advisory (Plan) | $15,647 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $35,061 | $63,924-45.2% | $108,582-67.7% | $55,167-36.4% |
| Participation rate | 79.4% | 74.3%+5.1pp | 79.6%-0.1pp | 69.0%+10.5pp |
| Annual return | 6.38% | 15.31%-8.9pp | -51.70%+58.1pp | 169.23%-162.9pp |
| Employer contribution / active EE | $1,413 | $1,879-24.8% | $3,758-62.4% | $1,963-28.0% |
| Participant deferral / active EE | $0 | $3,067-100.0% | $4,311-100.0% | $3,054-100.0% |
| Admin fee / account holder | $85 | $618-86.2% | $7,645-98.9% | $504-83.1% |