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| Provider | Service type | Compensation |
|---|---|---|
KDV WEALTH MANAGEMENT, LLC9+ years Service code 27 3800 AMERICAN BLVD STE 1000 · BLOOMINGTON, MN 55431 | Advisory (Plan) | $34,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,970 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,518 | $93,010+11.3% | $96,520+7.3% | $74,440+39.1% |
| Participation rate | 97.7% | 71.6%+26.2pp | 74.3%+23.4pp | 70.7%+27.0pp |
| Annual return | 19.31% | 37.50%-18.2pp | 35.72%-16.4pp | 34.37%-15.1pp |
| Employer contribution / active EE | $2,785 | $3,427-18.7% | $3,739-25.5% | $2,638+5.6% |
| Participant deferral / active EE | $8,780 | $3,971+121.1% | $4,879+80.0% | $4,529+93.9% |
| Admin fee / account holder | $114 | $633-82.0% | $6,733-98.3% | $348-67.2% |