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| Provider | Service type | Compensation |
|---|---|---|
IMA WEALTH INC2 years Service code 27 8200 E 32ND ST N STE 100 · WICHITA, KS 67226 | Advisory (Plan) | $26,625 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,382 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $49,707 | $72,554-31.5% | $138,135-64.0% | $73,497-32.4% |
| Participation rate | 73.8% | 74.8%-1.1pp | 78.7%-5.0pp | 70.7%+3.1pp |
| Annual return | 24.58% | 17.50%+7.1pp | 20.51%+4.1pp | 28.51%-3.9pp |
| Employer contribution / active EE | $3,338 | $3,511-4.9% | $5,587-40.2% | $2,270+47.1% |
| Participant deferral / active EE | $6,654 | $4,908+35.6% | $6,431+3.5% | $3,740+77.9% |
| Admin fee / account holder | $270 | $464-41.8% | $11,856-97.7% | $513-47.3% |