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| Provider | Service type | Compensation |
|---|---|---|
FIRST LIGHT RETIREMENT LLC2 years Service code 27 · EIN 86-3483132 | Advisory (Plan) | $22,875 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$9,693 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $236,663 | $106,749+121.7% | $145,433+62.7% | $82,448+187.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 15.84% | 27.59%-11.7pp | 66.58%-50.7pp | 41.64%-25.8pp |
| Employer contribution / active EE | $9,253 | $3,444+168.6% | $4,554+103.2% | $2,551+262.7% |
| Participant deferral / active EE | $11,219 | $6,519+72.1% | $7,897+42.1% | $4,139+171.0% |
| Admin fee / account holder | $105 | $8,390-98.7% | $13,129-99.2% | $7,234-98.5% |