Filed February 16, 2018
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 INC3 years Service code 27 · EIN 48-1233289 | Advisory (Plan) | $46,135 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $32,697 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,788 | $66,124+90.2% | $90,461+39.1% | $73,497+71.1% |
| Participation rate | 99.2% | 69.7%+29.6pp | 72.7%+26.5pp | 70.7%+28.6pp |
| Annual return | 18.82% | 17.65%+1.2pp | 1294.76%-1275.9pp | 28.51%-9.7pp |
| Employer contribution / active EE | $6,079 | $2,346+159.1% | $3,264+86.2% | $2,270+167.8% |
| Participant deferral / active EE | $6,927 | $3,039+127.9% | $3,964+74.7% | $3,740+85.2% |
| Admin fee / account holder | $426 | $396+7.5% | $5,617-92.4% | $513-16.9% |