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 |
|---|---|---|
IMA WEALTH INC1 year Filed as: IMA ADVISORY SERVICES INC Service code 27 430 E. DOUGLAS STE 400 · WICHITA, KS 67202 | Advisory (Plan) | $25,677 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,576 |
Service code 13 PO BOX 54 · FRANKLIN SQUARE, NY 11010 | Contract Administrator | $14,277 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,012 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,483 | $55,472+57.7% | $155,567-43.8% | $74,546+17.4% |
| Participation rate | 93.7% | 61.9%+31.8pp | 78.2%+15.5pp | 67.2%+26.5pp |
| Annual return | 14.22% | 268.72%-254.5pp | 64.74%-50.5pp | 1366.03%-1351.8pp |
| Employer contribution / active EE | $2,569 | $2,269+13.2% | $4,674-45.0% | $2,624-2.1% |
| Participant deferral / active EE | $4,217 | $2,838+48.6% | $5,628-25.1% | $4,347-3.0% |
| Admin fee / account holder | $376 | $1,743-78.4% | $15,916-97.6% | $1,944-80.6% |