Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
INDEPENDENT FINANCIAL PARTNERS10+ years Filed as: SIERRA INVESTMENT PARTNERS Service code 28 · EIN 68-0370668 | Investment Management | $884,147 |
BENEFIT PLAN ADMINISTRATORS10+ years Filed as: BENEFIT PLAN ADMINISTRATORS, INC. Service code 10 · EIN 88-0277518 | Accounting | $213,218 |
RAEL & LETSON2 years Service code 11 · EIN 94-1701048 | Actuarial | $115,756 |
MARINER LLC2 years Filed as: MARINER INSTITUTIONAL, LLC Service code 17 · EIN 59-3676225 | Pension Consulting | $46,750 |
BERRY & CO., CPA'S LTD1 year Filed as: BERRY & CO. CPA'S LTD Service code 10 · EIN 88-0400174 | Accounting | $31,000 |
US BANK1 year Filed as: US BANK, N.A. Service code 19 · EIN 31-0841368 | Securities Custodian | $19,449 |
Filed as: NEYHART ANDERSON FLYNN & GROSBOLL Service code 29 · EIN 94-2576729 | Legal | $16,757 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $0 | $141,811-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 15.2%-15.2pp | 0.0%0pp |
| Annual return | 5.94% | 10.13%-4.2pp | 9.03%-3.1pp | 8.87%-2.9pp |
| Employer contribution / active EE | $9,765 | $15,383-36.5% | $26,284-62.8% | $15,740-38.0% |
| Participant deferral / active EE | $0 | $133-100.0% | $1-100.0% | $753-100.0% |
| Admin fee / account holder | $0 | $0 | $940-100.0% | - |