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| Provider | Service type | Compensation |
|---|---|---|
FIRST CLEARING LLC1 year Filed as: FIRST CLEARING, LLC Service code 16 · EIN 23-2384840 ONE NORTH JEFFERSON AVE · ST LOUIS, MO 63103 | Consulting | $28,221 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $97,641 | $36,916+164.5% | $156,551-37.6% | $57,658+69.3% |
| Participation rate | 70.0% | 63.4%+6.6pp | 84.0%-14.0pp | 70.2%-0.2pp |
| Annual return | 8.55% | 12.38%-3.8pp | 32.23%-23.7pp | 5.13%+3.4pp |
| Employer contribution / active EE | $2,219 | $1,571+41.3% | $5,501-59.7% | $1,974+12.4% |
| Participant deferral / active EE | $4,245 | $1,926+120.4% | $4,871-12.9% | $3,061+38.7% |
| Admin fee / account holder | $0 | $82-100.0% | $13,028-100.0% | $95-100.0% |