Filed September 10, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
IMA WEALTH INC2 years Filed as: IMA ADVISORY SERVICES INC Service code 27 430 E DOUGLAS STE 400 · WICHITA, KS 67202 | Advisory (Plan) | $47,500 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,920 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,291 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Securities brokerage; Shareholder ser... | $72 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,117 | $142,424+25.8% | $100,534+78.2% | $74,304+141.1% |
| Participation rate | 85.9% | 79.6%+6.4pp | 80.6%+5.3pp | 60.3%+25.6pp |
| Annual return | 16.52% | 27.53%-11.0pp | 32.66%-16.1pp | 29.43%-12.9pp |
| Employer contribution / active EE | $6,073 | $5,555+9.3% | $4,346+39.7% | $2,241+171.0% |
| Participant deferral / active EE | $8,916 | $8,247+8.1% | $6,144+45.1% | $3,767+136.7% |
| Admin fee / account holder | $413 | $1,986-79.2% | $7,654-94.6% | $2,969-86.1% |