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| Provider | Service type | Compensation |
|---|---|---|
IMA WEALTH INC1 year Service code 27 430 E DOUGLAS STE 400 · WICHITA, KS 67202 | Advisory (Plan) | $17,811 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,089 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,957 |
Service code 13 PO BOX 54 · FRANKLIN SQUARE, NY 110100054 | Contract Administrator | $1,125 |
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 | $193,172 | $77,908+147.9% | $149,696+29.0% | $75,173+157.0% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 36.27% | 31.73%+4.5pp | 134.46%-98.2pp | 160.72%-124.4pp |
| Employer contribution / active EE | $9,983 | $3,138+218.2% | $4,821+107.1% | $2,671+273.8% |
| Participant deferral / active EE | $5,289 | $3,411+55.0% | $5,682-6.9% | $4,126+28.2% |
| Admin fee / account holder | $405 | $5,950-93.2% | $13,212-96.9% | $5,651-92.8% |