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 15 · EIN 13-3689044 4333 EDGEWOOD RD NE · CEDAR RAPIDS, IA 52499 | Recordkeeping | $111,999 |
IMA WEALTH INC2 years Service code 27 · EIN 48-1233289 1705 17TH ST SUITE 100 · DENVER, CO 802011657 | Advisory (Plan) | $73,501 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $54,698 | $200,096-72.7% | $76,383-28.4% | $200,096-72.7% |
| Participation rate | 53.9% | 72.0%-18.2pp | 79.3%-25.4pp | 72.0%-18.2pp |
| Annual return | 14.60% | 34.26%-19.7pp | 13.79%+0.8pp | 34.26%-19.7pp |
| Employer contribution / active EE | $890 | $3,038-70.7% | $4,587-80.6% | $3,038-70.7% |
| Participant deferral / active EE | $2,575 | $5,090-49.4% | $5,474-53.0% | $5,090-49.4% |
| Admin fee / account holder | $322 | $269+19.4% | $5,147-93.8% | $269+19.4% |