Filed January 25, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $33,905 |
KDV WEALTH MANAGEMENT, LLC8+ years Filed as: KDV WEALTH MANAGEMENT Service code 27 3800 AMERICAN BLVD · BLOOMINGTON, MN 55431 | Advisory (Plan) | $25,951 |
ASCENSUS LLC2 years Filed as: ASCENSUS HOLDINGS INC Service code 13 | Contract Administrator | $8,650 |
ASCENSUS LLC2 years Filed as: ASCENSUS HOLDINGS, INC Service code 13 101 W BROADWAY · SAN DIEGO, CA 92101 | Contract Administrator | $2,355 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,325 | $62,715-56.4% | $104,301-73.8% | $66,938-59.2% |
| Participation rate | 79.0% | 59.6%+19.5pp | 73.3%+5.8pp | 69.8%+9.2pp |
| Annual return | -22.74% | -14.70%-8.0pp | 24.61%-47.4pp | 1.58%-24.3pp |
| Employer contribution / active EE | $505 | $1,976-74.4% | $3,373-85.0% | $2,545-80.2% |
| Participant deferral / active EE | $2,754 | $2,852-3.4% | $4,626-40.5% | $4,238-35.0% |
| Admin fee / account holder | $296 | $657-55.0% | $7,340-96.0% | $594-50.2% |