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| Provider | Service type | Compensation |
|---|---|---|
IMA WEALTH INC3 years Service code 27 430 E DOUGLAS STE 400 · WICHITA, KS 67202 | Advisory (Plan) | $36,590 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,037 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,058 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,894 | $40,435-6.3% | $80,627-53.0% | $74,460-49.1% |
| Participation rate | 95.1% | 47.4%+47.7pp | 67.0%+28.1pp | 70.7%+24.4pp |
| Annual return | 14.27% | 165.19%-150.9pp | 936.76%-922.5pp | 34.38%-20.1pp |
| Employer contribution / active EE | $525 | $1,498-65.0% | $2,723-80.7% | $2,638-80.1% |
| Participant deferral / active EE | $3,778 | $2,673+41.3% | $4,443-15.0% | $4,530-16.6% |
| Admin fee / account holder | $146 | $721-79.7% | $5,381-97.3% | $348-58.0% |