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| Provider | Service type | Compensation |
|---|---|---|
FIRST CLEARING LLC2+ years Service code 55 · EIN 23-2384840 | Other Commissions | $5,645 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $300 |
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.
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 | $22,071 | $61,616-64.2% | $105,754-79.1% | $55,167-60.0% |
| Participation rate | 58.6% | 72.9%-14.3pp | 78.9%-20.3pp | 69.0%-10.4pp |
| Annual return | 9.71% | 11.15%-1.4pp | 12.25%-2.5pp | 169.23%-159.5pp |
| Employer contribution / active EE | $1,232 | $3,043-59.5% | $4,079-69.8% | $1,963-37.2% |
| Participant deferral / active EE | $1,624 | $4,213-61.5% | $5,326-69.5% | $3,054-46.8% |
| Admin fee / account holder | $4 | $379-99.0% | $8,309-100.0% | $504-99.2% |