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| Provider | Service type | Compensation |
|---|---|---|
IMA WEALTH INC5 years Service code 27 430 E DOUGLAS STE 400 · WICHITA, KS 67202 | Advisory (Plan) | $22,865 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,275 |
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 | $54,327 | $72,352-24.9% | $142,516-61.9% | $71,529-24.0% |
| Participation rate | 75.6% | 71.7%+3.9pp | 76.8%-1.2pp | 67.9%+7.6pp |
| Annual return | 17.52% | 21.17%-3.6pp | 20.03%-2.5pp | 28.97%-11.5pp |
| Employer contribution / active EE | $3,676 | $3,800-3.3% | $4,849-24.2% | $2,590+41.9% |
| Participant deferral / active EE | $8,053 | $5,288+52.3% | $6,280+28.2% | $4,291+87.6% |
| Admin fee / account holder | $200 | $1,438-86.1% | $10,008-98.0% | $1,588-87.4% |