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 | $22,927 |
KDV WEALTH MANAGEMENT, LLC6+ years Filed as: KDV WEALTH MANAGEMENT Service code 27 3800 AMERICAN BLVD · BLOOMINGTON, MN 55431 | Advisory (Plan) | $16,316 |
GOLDLEAF PARTNERS2 years Filed as: GOLDLEAF PARTNERS EMPLOYER SERVICES Service code 13 8009 34TH AVE S · MINNEAPOLIS, MN 55425 | Contract Administrator | $9,158 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,160 | $59,328-35.7% | $118,914-67.9% | $73,497-48.1% |
| Participation rate | 80.0% | 62.3%+17.7pp | 75.4%+4.6pp | 70.7%+9.3pp |
| Annual return | 15.16% | 19.13%-4.0pp | 35.89%-20.7pp | 28.51%-13.4pp |
| Employer contribution / active EE | $185 | $1,803-89.7% | $3,264-94.3% | $2,270-91.9% |
| Participant deferral / active EE | $2,605 | $2,6040% | $4,266-38.9% | $3,740-30.3% |
| Admin fee / account holder | $305 | $600-49.1% | $6,582-95.4% | $513-40.5% |