Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
IMA WEALTH INC4 years Service code 27 · EIN 48-1233289 | Advisory (Plan) | $20,772 |
Service code 37 · EIN 04-2647786 | Loan Processing | $16,304 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $30,172 | $94,621-68.1% | $138,135-78.2% | $73,412-58.9% |
| Participation rate | 50.7% | 83.4%-32.8pp | 78.7%-28.0pp | 72.2%-21.5pp |
| Annual return | 20.51% | 16.57%+3.9pp | 20.51%0pp | 59.30%-38.8pp |
| Employer contribution / active EE | $1,220 | $4,410-72.3% | $5,587-78.2% | $2,234-45.4% |
| Participant deferral / active EE | $3,069 | $6,199-50.5% | $6,431-52.3% | $3,806-19.4% |
| Admin fee / account holder | $216 | $140+53.7% | $11,856-98.2% | $158+36.5% |