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| Provider | Service type | Compensation |
|---|---|---|
FIRST CLEARING LLC1+ years Service code 55 · EIN 23-2384840 | Other Commissions | $4,536 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,137 | $59,231-72.8% | $90,223-82.1% | $52,331-69.2% |
| Participation rate | 65.0% | 75.0%-10.0pp | 79.0%-14.0pp | 68.1%-3.1pp |
| Annual return | -2.91% | 3.53%-6.4pp | 1.31%-4.2pp | 4.54%-7.4pp |
| Employer contribution / active EE | $1,282 | $3,391-62.2% | $4,378-70.7% | $1,882-31.9% |
| Participant deferral / active EE | $1,691 | $4,659-63.7% | $5,792-70.8% | $3,022-44.1% |
| Admin fee / account holder | $2 | $515-99.6% | $7,406-100.0% | $592-99.7% |