Filed January 19, 2023 (most recent of 3 filings on file)
Total covered: 6 employees
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| Provider | Service type | Compensation |
|---|---|---|
CHANNEL WEALTH LLC1 year Filed as: CHANNEL FINANCIAL Service code 17 7500 OLSON MEMORIAL HWY SUITE 225 · GOLDEN VALLEY, MN 55427 | Pension Consulting | $117,600 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 19 · EIN 26-4310632 | Securities Custodian | $113,177 |
VAN IWAARDEN ASSOCIATES1 year Service code 11 10 S. FIFTH STREET SUITE 840 · MINNEAPOLIS, MN 554021010 | Actuarial | $41,623 |
FIRST STATE TRUST COMPANY2+ years Service code 19 DELAWARE CORPORATE CENTER II · WILMINGTON, DE 19803 | Securities Custodian | $18,732 |
Service code 24 · EIN 31-1051736 | Discretionary Trustee | $13,520 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $28,491-100.0% | $219,466-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 13.4%-13.4pp | 44.6%-44.6pp | 3.6%-3.6pp |
| Annual return | 3.56% | 45.66%-42.1pp | 5.00%-1.4pp | 11.88%-8.3pp |
| Employer contribution / active EE | $6,316 | $9,637-34.5% | $35,918-82.4% | $14,612-56.8% |
| Participant deferral / active EE | $0 | $235-100.0% | $75-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $118-100.0% | $13,204-100.0% | $637-100.0% |