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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $12,451 |
KDV WEALTH MANAGEMENT, LLC4 years Filed as: BERGANKDV WEALTH MANAGEMENT LLC Service code 27 · EIN 20-8172864 | Advisory (Plan) | $9,130 |
GOLDLEAF PARTNERS2 years Filed as: GOLDLEAF PARTNERS EMPLOYER SERVICES Service code 15 · EIN 45-0514557 | Recordkeeping | $2,196 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,493 | $54,590-24.0% | $81,926-49.4% | $73,493-43.5% |
| Participation rate | 29.9% | 68.3%-38.4pp | 72.0%-42.0pp | 70.7%-40.7pp |
| Annual return | 9.30% | 17.74%-8.4pp | 29.49%-20.2pp | 28.51%-19.2pp |
| Employer contribution / active EE | $768 | $1,636-53.0% | $4,310-82.2% | $2,270-66.2% |
| Participant deferral / active EE | $1,330 | $2,759-51.8% | $7,108-81.3% | $3,740-64.4% |
| Admin fee / account holder | $524 | $592-11.5% | $5,159-89.8% | $513+2.1% |