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| Provider | Service type | Compensation |
|---|---|---|
FIRST CLEARING LLC1+ years Service code 61 · EIN 23-2384840 | Finders' fees / placement fees | $45,309 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
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 | $15,544 | $41,854-62.9% | $73,836-78.9% | $52,331-70.3% |
| Participation rate | 85.4% | 66.2%+19.2pp | 73.4%+12.0pp | 68.1%+17.3pp |
| Annual return | 0.68% | 2.11%-1.4pp | 2268.06%-2267.4pp | 4.54%-3.9pp |
| Employer contribution / active EE | $1,917 | $1,920-0.1% | $2,787-31.2% | $1,882+1.9% |
| Participant deferral / active EE | $2,943 | $2,498+17.8% | $3,583-17.9% | $3,022-2.6% |
| Admin fee / account holder | $14 | $493-97.1% | $4,882-99.7% | $592-97.6% |