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| Provider | Service type | Compensation |
|---|---|---|
CHANNEL WEALTH LLC3 years Filed as: CHANNEL WEALTH, LLC Service code 26 · EIN 84-2475389 | Advisory (Participants) | $18,467 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $15,394 |
Service code 15 · EIN 13-3180178 | Recordkeeping | $6,650 |
Filed as: WILSHIRE ASSOCIATES, INC. Service code 26 · EIN 95-2755361 | Advisory (Participants) | $5,614 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,501 | $88,890-38.7% | $102,423-46.8% | $77,643-29.8% |
| Participation rate | 69.9% | 80.9%-11.0pp | 76.5%-6.6pp | 70.6%-0.7pp |
| Annual return | 7.05% | 24.98%-17.9pp | 29.32%-22.3pp | 31.24%-24.2pp |
| Employer contribution / active EE | $2,923 | $2,698+8.4% | $3,023-3.3% | $2,726+7.2% |
| Participant deferral / active EE | $7,531 | $5,145+46.4% | $5,053+49.0% | $4,647+62.1% |
| Admin fee / account holder | $191 | $235-18.7% | $9,451-98.0% | $430-55.5% |