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| Provider | Service type | Compensation |
|---|---|---|
KDV WEALTH MANAGEMENT, LLC1+ years Service code 27 220 PARK AVE SO. · ST. CLOUD, MN 56301 | Advisory (Plan) | $6,640 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $378 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,466 | $39,162+28.9% | $100,671-49.9% | $59,633-15.4% |
| Participation rate | 37.9% | 55.9%-18.0pp | 70.7%-32.8pp | 68.7%-30.8pp |
| Annual return | -0.20% | 21.07%-21.3pp | 20.43%-20.6pp | 2041.45%-2041.7pp |
| Employer contribution / active EE | $730 | $1,151-36.6% | $4,012-81.8% | $2,203-66.9% |
| Participant deferral / active EE | $1,561 | $1,992-21.6% | $3,144-50.4% | $3,192-51.1% |
| Admin fee / account holder | $12 | $2,969-99.6% | $4,850-99.8% | $4,297-99.7% |