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| Provider | Service type | Compensation |
|---|---|---|
IMA WEALTH INC1 year Filed as: IMA ADVISORY SERVICES INC Service code 27 430 E DOUGLAS STE 400 · WICHITA, KS 67202 | Advisory (Plan) | $18,889 |
Service code 27 2501 RT 73 SOUTH · CINNAMINSON, NJ 08077 | Advisory (Plan) | $13,559 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,989 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,973 | $88,203-56.9% | $165,100-77.0% | $74,478-49.0% |
| Participation rate | 64.2% | 73.1%-9.0pp | 78.6%-14.5pp | 67.2%-3.1pp |
| Annual return | 14.04% | 17.13%-3.1pp | 70.21%-56.2pp | 1370.56%-1356.5pp |
| Employer contribution / active EE | $0 | $2,601-100.0% | $4,348-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,288 | $4,505-71.4% | $6,035-78.7% | $4,350-70.4% |
| Admin fee / account holder | $159 | $2,235-92.9% | $12,696-98.7% | $1,946-91.8% |