Filed March 24, 2021 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $24,597 |
CREATIVE PLANNING LLC1 year Service code 27 · EIN 84-4519624 | Advisory (Plan) | $14,494 |
KDV WEALTH MANAGEMENT, LLC7 years Filed as: BERGANKDV WEALTH MANAGEMENT LLC Service code 27 · EIN 20-8172864 | Advisory (Plan) | $13,246 |
REDPATH AND COMPANY1 year Filed as: REDPATH AND COMPANY LLC Service code 10 · EIN 92-0370318 | Accounting | $12,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,733 | $102,429-23.1% | $147,096-46.5% | $80,925-2.7% |
| Participation rate | 96.9% | 75.9%+21.0pp | 82.2%+14.7pp | 67.7%+29.2pp |
| Annual return | 14.37% | 135.02%-120.7pp | 419.75%-405.4pp | 35.65%-21.3pp |
| Employer contribution / active EE | $1,758 | $3,716-52.7% | $4,936-64.4% | $2,756-36.2% |
| Participant deferral / active EE | $10,106 | $6,649+52.0% | $8,071+25.2% | $4,299+135.1% |
| Admin fee / account holder | $410 | $7,957-94.8% | $13,005-96.8% | $6,940-94.1% |