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| Provider | Service type | Compensation |
|---|---|---|
IMA WEALTH INC1 year Service code 27 · EIN 48-1233289 | Advisory (Plan) | $13,750 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,013 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $20,232 | $72,448-72.1% | $118,746-83.0% | $69,631-70.9% |
| Participation rate | 44.5% | 79.7%-35.1pp | 78.3%-33.8pp | 70.7%-26.2pp |
| Annual return | 22.62% | 19.06%+3.6pp | 24.54%-1.9pp | 27571.02%-27548.4pp |
| Employer contribution / active EE | $862 | $3,771-77.1% | $4,193-79.4% | $2,032-57.6% |
| Participant deferral / active EE | $1,973 | $4,943-60.1% | $5,332-63.0% | $3,224-38.8% |
| Admin fee / account holder | $180 | $99+82.2% | $10,720-98.3% | $110+63.0% |