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| Provider | Service type | Compensation |
|---|---|---|
IMA WEALTH INC1 year Filed as: IMA ADVISORY SERVICES INC Service code 27 430 E DOUGLAS STE 400 · WICHITA, KS 67202 | Advisory (Plan) | $40,909 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,792 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,926 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,424 | $45,109-10.4% | $85,240-52.6% | $77,762-48.0% |
| Participation rate | 84.6% | 48.7%+35.9pp | 67.5%+17.0pp | 70.6%+14.0pp |
| Annual return | 11.43% | 79.55%-68.1pp | 66.75%-55.3pp | 31.27%-19.8pp |
| Employer contribution / active EE | $469 | $1,602-70.7% | $2,735-82.8% | $2,728-82.8% |
| Participant deferral / active EE | $3,298 | $2,814+17.2% | $4,527-27.2% | $4,651-29.1% |
| Admin fee / account holder | $150 | $915-83.6% | $6,165-97.6% | $433-65.3% |