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| Provider | Service type | Compensation |
|---|---|---|
IMA WEALTH INC4 years Service code 27 430 E DOUGLAS STE 400 · WICHITA, KS 67202 | Advisory (Plan) | $42,937 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,299 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,493 | $64,871-8.3% | $129,118-53.9% | $66,949-11.1% |
| Participation rate | 80.3% | 74.0%+6.3pp | 77.2%+3.0pp | 69.8%+10.5pp |
| Annual return | -15.95% | -12.21%-3.7pp | -10.94%-5.0pp | 1.57%-17.5pp |
| Employer contribution / active EE | $3,819 | $3,741+2.1% | $5,051-24.4% | $2,545+50.0% |
| Participant deferral / active EE | $7,767 | $5,090+52.6% | $6,539+18.8% | $4,239+83.2% |
| Admin fee / account holder | $197 | $629-68.6% | $14,305-98.6% | $594-66.8% |