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 | $30,730 |
KDV WEALTH MANAGEMENT, LLC4+ years Filed as: KDV WEALTH MANAGEMENT Service code 27 3800 AMERICAN BLVD · BLOOMINGTON, MN 55431 | Advisory (Plan) | $21,358 |
GOLDLEAF PARTNERS1 year Filed as: GOLDLEAF PARTNERS SERVICES Service code 13 | Contract Administrator | $6,102 |
GOLDLEAF PARTNERS4+ years Service code 13 PO BOX 806 · BRAINERD, MN 56401 | Contract Administrator | $1,535 |
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 | $37,343 | $65,557-43.0% | $105,736-64.7% | $56,289-33.7% |
| Participation rate | 91.7% | 63.4%+28.3pp | 76.3%+15.3pp | 69.9%+21.8pp |
| Annual return | -6.01% | -1.32%-4.7pp | 6.27%-12.3pp | -9.96%+3.9pp |
| Employer contribution / active EE | $184 | $1,788-89.7% | $3,268-94.4% | $2,111-91.3% |
| Participant deferral / active EE | $2,522 | $2,418+4.3% | $4,080-38.2% | $3,350-24.7% |
| Admin fee / account holder | $356 | $561-36.6% | $6,913-94.9% | $521-31.7% |