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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) | $39,287 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,018 |
BKD, LLP8+ years Service code 10 910 E ST. LOUIS ST STE 400 · SPRINGFIELD, MO 65807 | Accounting | $7,500 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,815 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,816 | $34,634+12.1% | $77,096-49.7% | $64,819-40.1% |
| Participation rate | 94.4% | 49.8%+44.5pp | 67.9%+26.4pp | 71.5%+22.9pp |
| Annual return | -15.00% | -5.31%-9.7pp | 42.35%-57.3pp | 32.84%-47.8pp |
| Employer contribution / active EE | $529 | $1,385-61.8% | $2,814-81.2% | $2,507-78.9% |
| Participant deferral / active EE | $3,664 | $2,553+43.5% | $4,429-17.3% | $4,311-15.0% |
| Admin fee / account holder | $186 | $178+4.1% | $5,428-96.6% | $188-1.2% |