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| Provider | Service type | Compensation |
|---|---|---|
FIRST CLEARING LLC2+ years Service code 55 · EIN 23-2384840 | Other Commissions | $6,990 |
Service code 25 · EIN 04-2647786 | Directed Trustee | $4,881 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $24,180 | $56,640-57.3% | $78,002-69.0% | $55,167-56.2% |
| Participation rate | 60.1% | 73.3%-13.2pp | 75.5%-15.4pp | 69.0%-8.9pp |
| Annual return | 8.14% | 2868.48%-2860.3pp | 425.99%-417.8pp | 169.23%-161.1pp |
| Employer contribution / active EE | $152 | $1,724-91.2% | $2,470-93.9% | $1,963-92.3% |
| Participant deferral / active EE | $1,462 | $2,778-47.4% | $3,497-58.2% | $3,054-52.1% |
| Admin fee / account holder | $36 | $467-92.2% | $5,481-99.3% | $504-92.8% |