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| Provider | Service type | Compensation |
|---|---|---|
FIRST CLEARING LLC2+ years Filed as: FIRST CLEARING LLC. Service code 33 · EIN 23-2384840 | Securities brokerage | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,059 | $50,106-28.0% | $69,779-48.3% | $57,658-37.5% |
| Participation rate | 98.8% | 70.9%+28.0pp | 71.8%+27.0pp | 70.2%+28.6pp |
| Annual return | -0.36% | 14.58%-14.9pp | 12.99%-13.4pp | 5.13%-5.5pp |
| Employer contribution / active EE | $2,134 | $1,739+22.7% | $2,338-8.7% | $1,974+8.1% |
| Participant deferral / active EE | $0 | $2,486-100.0% | $2,931-100.0% | $3,061-100.0% |
| Admin fee / account holder | $362 | $89+305.6% | $4,381-91.7% | $95+282.7% |