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| Provider | Service type | Compensation |
|---|---|---|
IMA WEALTH INC2 years Service code 27 430 E DOUGLAS STE 400 · WICHITA, KS 67202 | Advisory (Plan) | $6,130 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,919 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $339 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,832 | $61,156-72.5% | $185,823-90.9% | $79,386-78.8% |
| Participation rate | 85.7% | 66.6%+19.1pp | 81.7%+4.0pp | 70.7%+15.0pp |
| Annual return | 14.78% | 19.45%-4.7pp | 122.05%-107.3pp | 116.85%-102.1pp |
| Employer contribution / active EE | $1 | $2,321-100.0% | $5,167-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $1,603 | $2,789-42.5% | $5,568-71.2% | $4,046-60.4% |
| Admin fee / account holder | $42 | $710-94.1% | $16,237-99.7% | $626-93.3% |