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| Provider | Service type | Compensation |
|---|---|---|
IMA WEALTH INC1 year Service code 27 · EIN 84-0832972 430 E DOUGLAS · WITCHITA, KS 67202 | Advisory (Plan) | $6,604 |
Filed as: KESTRA ADVISORY SERVICES Service code 27 · EIN 74-3212547 5707 SWST PKWY · AUSTIN, TX 78735 | Advisory (Plan) | $5,251 |
Filed as: EMPOWER ANNUITY INSRANCE Service code 64 · EIN 84-0467907 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,815 |
NOVA 401(K) ASSOCIATES3 years Filed as: NOVA 401K ASSOCIATES Service code 13 · EIN 20-1181458 10777 NORTHWEST FWY · HOUSTON, TX 77092 | Contract Administrator | $1,425 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 · EIN 84-1532243 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,960 | $46,292-85.0% | $143,757-95.2% | $64,808-89.3% |
| Participation rate | 80.5% | 64.2%+16.3pp | 80.3%+0.2pp | 71.5%+9.0pp |
| Annual return | -16.81% | -10.05%-6.8pp | -0.04%-16.8pp | 32.82%-49.6pp |
| Employer contribution / active EE | $8 | $1,910-99.6% | $4,951-99.8% | $2,506-99.7% |
| Participant deferral / active EE | $2,507 | $2,646-5.2% | $5,637-55.5% | $4,310-41.8% |
| Admin fee / account holder | $60 | $154-61.0% | $14,673-99.6% | $188-68.0% |