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| Provider | Service type | Compensation |
|---|---|---|
IMA WEALTH INC6 years Service code 27 · EIN 48-1233289 | Advisory (Plan) | $23,717 |
Service code 37 · EIN 04-2647786 | Loan Processing | $16,568 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,734 | $72,482-68.6% | $129,118-82.4% | $64,819-64.9% |
| Participation rate | 98.7% | 79.2%+19.4pp | 77.2%+21.4pp | 71.5%+27.2pp |
| Annual return | -12.70% | -9.08%-3.6pp | -10.94%-1.8pp | 32.84%-45.5pp |
| Employer contribution / active EE | $5,868 | $4,247+38.2% | $5,051+16.2% | $2,507+134.1% |
| Participant deferral / active EE | $5,462 | $5,679-3.8% | $6,539-16.5% | $4,311+26.7% |
| Admin fee / account holder | $114 | $144-20.7% | $14,305-99.2% | $188-39.1% |