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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $35,357 |
IMA WEALTH INC2 years Filed as: IMA WEALTH,INC. Service code 55 | Other Commissions | $21,666 |
BROCK AND COMPANY2 years Filed as: BROCK & COMPANY Service code 10 · EIN 84-0930288 | Accounting | $17,646 |
IMA WEALTH INC1 year Filed as: IMA WEALTH INC -000 Service code 55 8200 E 32ND ST N · WICHITA, KS 67226 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,185 | $54,573-20.9% | $90,970-52.5% | $73,493-41.2% |
| Participation rate | 37.2% | 61.2%-24.0pp | 69.0%-31.9pp | 70.7%-33.5pp |
| Annual return | 11.36% | 16.69%-5.3pp | 134.58%-123.2pp | 28.51%-17.2pp |
| Employer contribution / active EE | $431 | $991-56.6% | $2,122-79.7% | $2,270-81.0% |
| Participant deferral / active EE | $1,724 | $2,517-31.5% | $3,373-48.9% | $3,740-53.9% |
| Admin fee / account holder | $432 | $521-17.1% | $5,960-92.8% | $513-15.8% |