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| Provider | Service type | Compensation |
|---|---|---|
FIRST CLEARING LLC2 years Filed as: FIRST CLEARING, LLC Service code 16 · EIN 23-2384840 ONE NORTH JEFFERSON AVE · ST LOUIS, MO 63103 | Consulting | $11,077 |
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 | $114,354 | $46,173+147.7% | $170,439-32.9% | $69,631+64.2% |
| Participation rate | 73.4% | 63.9%+9.5pp | 83.6%-10.2pp | 70.7%+2.8pp |
| Annual return | 16.97% | 21.62%-4.6pp | 205.94%-189.0pp | 27571.02%-27554.0pp |
| Employer contribution / active EE | $2,307 | $1,610+43.3% | $5,433-57.5% | $2,032+13.5% |
| Participant deferral / active EE | $4,460 | $2,080+114.4% | $4,939-9.7% | $3,224+38.4% |
| Admin fee / account holder | $0 | $116-100.0% | $13,881-100.0% | $110-100.0% |