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| Provider | Service type | Compensation |
|---|---|---|
FIRST CLEARING LLC4+ years Filed as: FIRST CLEARING LLC. Service code 33 · EIN 23-2384840 | Securities brokerage | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,398 | $48,261-14.2% | $68,793-39.8% | $55,725-25.7% |
| Participation rate | 99.6% | 71.0%+28.6pp | 72.2%+27.4pp | 70.9%+28.8pp |
| Annual return | -10.63% | -2.61%-8.0pp | -4.63%-6.0pp | 244.93%-255.6pp |
| Employer contribution / active EE | $2,636 | $1,742+51.3% | $2,625+0.4% | $2,078+26.8% |
| Participant deferral / active EE | $0 | $2,712-100.0% | $3,311-100.0% | $3,356-100.0% |
| Admin fee / account holder | $463 | $126+267.0% | $5,131-91.0% | $115+302.0% |