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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) | $39,417 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $16,105 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,874 | $79,779-11.2% | $153,741-53.9% | $74,478-4.8% |
| Participation rate | 80.3% | 69.9%+10.4pp | 77.1%+3.2pp | 67.2%+13.1pp |
| Annual return | 13.45% | 15.08%-1.6pp | 15.71%-2.3pp | 1370.56%-1357.1pp |
| Employer contribution / active EE | $4,113 | $4,026+2.2% | $5,042-18.4% | $2,626+56.6% |
| Participant deferral / active EE | $7,891 | $5,329+48.1% | $6,757+16.8% | $4,350+81.4% |
| Admin fee / account holder | $351 | $1,761-80.0% | $12,749-97.2% | $1,946-81.9% |