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| Provider | Service type | Compensation |
|---|---|---|
FIRST CLEARING LLC6+ 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,813 | $61,473-1.1% | $81,926-25.8% | $73,412-17.2% |
| Participation rate | 99.6% | 72.4%+27.2pp | 72.0%+27.6pp | 72.2%+27.4pp |
| Annual return | 1.30% | 28.26%-27.0pp | 29.49%-28.2pp | 59.30%-58.0pp |
| Employer contribution / active EE | $3,475 | $1,898+83.1% | $4,310-19.4% | $2,234+55.6% |
| Participant deferral / active EE | $0 | $3,080-100.0% | $7,108-100.0% | $3,806-100.0% |
| Admin fee / account holder | $514 | $125+309.3% | $5,159-90.0% | $158+225.3% |