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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) | $22,741 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,003 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,715 |
Service code 13 PO BOX 54 · FRANKLIN SQUARE, NY 110100054 | Contract Administrator | $1,373 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,653 | $55,446+251.1% | $155,574+25.1% | $74,429+161.5% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 26.06% | 269.20%-243.1pp | 64.87%-38.8pp | 1368.38%-1342.3pp |
| Employer contribution / active EE | $9,191 | $2,266+305.6% | $4,676+96.6% | $2,625+250.2% |
| Participant deferral / active EE | $4,600 | $2,836+62.2% | $5,629-18.3% | $4,348+5.8% |
| Admin fee / account holder | $328 | $1,743-81.2% | $15,914-97.9% | $1,944-83.1% |