Filed January 25, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,362 |
KDV WEALTH MANAGEMENT, LLC3+ years Filed as: KDV WEALTH MANAGEMENT Service code 27 3800 AMERICAN BLVD · BLOOMINGTON, MN 55431 | Advisory (Plan) | $19,512 |
GOLDLEAF PARTNERS3+ years Service code 13 PO BOX 806 · BRAINERD, MN 56401 | Contract Administrator | $2,985 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $37,194 | $54,368-31.6% | $117,039-68.2% | $62,293-40.3% |
| Participation rate | 87.2% | 64.9%+22.3pp | 77.2%+10.1pp | 69.5%+17.7pp |
| Annual return | 16.61% | 21.77%-5.2pp | 18.95%-2.3pp | 28.90%-12.3pp |
| Employer contribution / active EE | $159 | $1,692-90.6% | $3,785-95.8% | $2,042-92.2% |
| Participant deferral / active EE | $2,281 | $2,269+0.5% | $3,929-42.0% | $3,169-28.0% |
| Admin fee / account holder | $330 | $493-33.2% | $5,974-94.5% | $479-31.3% |