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| Provider | Service type | Compensation |
|---|---|---|
FIRST CLEARING LLC4+ years Service code 55 · EIN 04-3523567 | Other Commissions | $28,034 |
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $50 |
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 | $63,926 | $33,067+93.3% | $76,518-16.5% | $56,289+13.6% |
| Participation rate | 98.5% | 55.4%+43.1pp | 68.0%+30.5pp | 69.9%+28.6pp |
| Annual return | -4.77% | 2.72%-7.5pp | -0.27%-4.5pp | -9.96%+5.2pp |
| Employer contribution / active EE | $1,923 | $1,200+60.2% | $2,647-27.4% | $2,111-8.9% |
| Participant deferral / active EE | $3,924 | $2,240+75.2% | $3,836+2.3% | $3,350+17.2% |
| Admin fee / account holder | $169 | $537-68.5% | $4,849-96.5% | $521-67.5% |