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| Provider | Service type | Compensation |
|---|---|---|
IMA WEALTH INC4 years Service code 27 · EIN 48-1233289 | Advisory (Plan) | $16,440 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,263 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,774 | $82,664-50.7% | $125,339-67.5% | $68,494-40.5% |
| Participation rate | 49.2% | 75.0%-25.9pp | 82.4%-33.2pp | 67.9%-18.7pp |
| Annual return | -17.57% | -5.97%-11.6pp | 572.05%-589.6pp | -7.84%-9.7pp |
| Employer contribution / active EE | $1,831 | $3,381-45.8% | $4,814-62.0% | $2,596-29.5% |
| Participant deferral / active EE | $4,710 | $6,110-22.9% | $7,446-36.7% | $4,027+17.0% |
| Admin fee / account holder | $224 | $6,275-96.4% | $10,010-97.8% | $5,403-95.9% |