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| Provider | Service type | Compensation |
|---|---|---|
IMA WEALTH INC2 years Filed as: IMA WEALTH Service code 17 · EIN 48-1233289 8200 E. 32ND STREET, SUITE 100 · WICHITA, KS 67226 | Pension Consulting | $41,226 |
ASCENSUS LLC5+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 200 DRYDEN RD. · DRESHER, PA 19025 | Recordkeeping | $24,445 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,372 | $38,365+93.9% | $84,611-12.1% | $65,185+14.1% |
| Participation rate | 50.3% | 55.7%-5.4pp | 68.2%-18.0pp | 70.2%-19.9pp |
| Annual return | 22.34% | 32.00%-9.7pp | 258.74%-236.4pp | 29.38%-7.0pp |
| Employer contribution / active EE | $717 | $1,258-43.1% | $2,652-73.0% | $2,177-67.1% |
| Participant deferral / active EE | $4,653 | $2,278+104.2% | $3,899+19.3% | $3,514+32.4% |
| Admin fee / account holder | $372 | $451-17.6% | $4,912-92.4% | $847-56.1% |