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| Provider | Service type | Compensation |
|---|---|---|
IMA WEALTH INC9 years Filed as: TRUENORTH SECURITIES, INC Service code 15 · EIN 48-1233289 | Recordkeeping | $21,617 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,508 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,623 | $85,515-18.6% | $112,040-37.9% | $67,986+2.4% |
| Participation rate | 34.4% | 68.2%-33.8pp | 76.5%-42.1pp | 57.2%-22.8pp |
| Annual return | 18.52% | 29.68%-11.2pp | 24.52%-6.0pp | 31.67%-13.1pp |
| Employer contribution / active EE | $882 | $2,191-59.7% | $2,954-70.1% | $2,019-56.3% |
| Participant deferral / active EE | $1,911 | $4,014-52.4% | $5,098-62.5% | $3,358-43.1% |
| Admin fee / account holder | $242 | $3,774-93.6% | $12,098-98.0% | $3,203-92.5% |