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| Provider | Service type | Compensation |
|---|---|---|
IMA WEALTH INC7 years Service code 27 · EIN 48-1233289 | Advisory (Plan) | $26,412 |
Service code 37 · EIN 04-2647786 | Loan Processing | $23,732 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $39,875 | $102,197-61.0% | $142,460-72.0% | $74,440-46.4% |
| Participation rate | 42.2% | 79.8%-37.6pp | 76.8%-34.6pp | 70.7%-28.5pp |
| Annual return | 19.27% | 19.73%-0.5pp | 19.99%-0.7pp | 34.37%-15.1pp |
| Employer contribution / active EE | $3,236 | $5,052-35.9% | $4,847-33.2% | $2,638+22.7% |
| Participant deferral / active EE | $3,247 | $6,304-48.5% | $6,283-48.3% | $4,529-28.3% |
| Admin fee / account holder | $268 | $186+44.3% | $10,011-97.3% | $348-22.9% |