Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $59,773 |
IMA WEALTH INC4 years Filed as: IMA WEALTH, INC. Service code 99 430 E. DOUGLAS AVENUE · WICHITA, KS 67202 | Other Fees | $30,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,957 | $84,482+44.4% | $125,363-2.7% | $66,930+82.2% |
| Participation rate | 93.3% | 76.4%+16.9pp | 82.4%+10.9pp | 69.8%+23.5pp |
| Annual return | -16.50% | -8.49%-8.0pp | 572.15%-588.6pp | 1.57%-18.1pp |
| Employer contribution / active EE | $4,189 | $3,553+17.9% | $4,815-13.0% | $2,545+64.6% |
| Participant deferral / active EE | $10,395 | $6,782+53.3% | $7,447+39.6% | $4,238+145.3% |
| Admin fee / account holder | $387 | $685-43.5% | $10,005-96.1% | $593-34.8% |