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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 | $55,470+250.9% | $155,556+25.1% | $74,478+161.4% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 26.06% | 269.80%-243.7pp | 64.84%-38.8pp | 1370.56%-1344.5pp |
| Employer contribution / active EE | $9,191 | $2,267+305.5% | $4,675+96.6% | $2,626+250.0% |
| Participant deferral / active EE | $4,600 | $2,838+62.1% | $5,631-18.3% | $4,350+5.7% |
| Admin fee / account holder | $328 | $1,744-81.2% | $15,885-97.9% | $1,946-83.2% |