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 | $30,515 |
KDV WEALTH MANAGEMENT, LLC9+ years Filed as: KDV WEALTH MANAGEMENT Service code 27 3800 AMERICAN BLVD · BLOOMINGTON, MN 55431 | Advisory (Plan) | $16,630 |
ASCENSUS LLC3 years Filed as: ASCENSUS HOLDINGS INC Service code 13 | Contract Administrator | $8,297 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLDCO LLC Service code 27 5454 110TH ST · OVERLAND PARK, KS 66211 | Advisory (Plan) | $8,203 |
ASCENSUS LLC3 years Filed as: ASCENSUS HOLDINGS, INC Service code 13 101 W BROADWAY · SAN DIEGO, CA 92101 | Contract Administrator | $5,844 |
Filed as: CARLSON CAPITAL MANAGEMENT LLC Service code 27 11 BRIDGE SQUARE · NORTHFIELD, MN 55057 | Advisory (Plan) | $63 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,853 | $57,752-57.0% | $112,273-77.9% | $71,511-65.2% |
| Participation rate | 77.9% | 58.8%+19.0pp | 72.4%+5.4pp | 67.9%+9.9pp |
| Annual return | 20.83% | 18.25%+2.6pp | 30.23%-9.4pp | 28.86%-8.0pp |
| Employer contribution / active EE | $394 | $1,912-79.4% | $3,431-88.5% | $2,589-84.8% |
| Participant deferral / active EE | $2,545 | $2,860-11.0% | $4,800-47.0% | $4,291-40.7% |
| Admin fee / account holder | $154 | $1,586-90.3% | $7,752-98.0% | $1,588-90.3% |