Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 13-3689044 | Actuarial | $35,000 |
INDEPENDENT FINANCIAL PARTNERS3+ years Service code 16 8706 S. 700 EAST · SANDY, UT 84070 | Consulting | $34,639 |
CHANNEL WEALTH LLC1 year Filed as: CHANNEL PENSION SERVICES Service code 27 7500 OLSON MEMORIAL HWY · GOLDEN VALLEY, MN 55427 | Advisory (Plan) | $7,500 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $37,197-100.0% | $336,864-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.8%-27.8pp | 4.7%-4.7pp |
| Annual return | -9.04% | -3.52%-5.5pp | -3.29%-5.8pp | -0.69%-8.4pp |
| Employer contribution / active EE | $64,146 | $14,733+335.4% | $36,762+74.5% | $16,786+282.1% |
| Participant deferral / active EE | $0 | $0 | $11-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $6,121-100.0% | $124-100.0% |