Filed October 17, 1994
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
KDV WEALTH MANAGEMENT, LLC5+ years Service code 27 3800 AMERICAN BLVD STE 1000 · BLOOMINGTON, MN 55431 | Advisory (Plan) | $26,935 |
GOLDLEAF PARTNERS5+ years Service code 13 8009 34TH AVE S, SUITE 320 · MINNEAPOLIS, MN 55425 | Contract Administrator | $10,300 |
Filed as: BOHR, DAHM, GREI & ASSOC Service code 10 1845 51ST STREET NE · CEDAR RAPIDS, IA 52402 | Accounting | $7,000 |
Filed as: FRANK MAGID ASSOCIATES Service code 99 8500 NORMANDALE LAKE BLVD · MINNEAPOLIS, MN 55437 | Other Fees | $6,250 |
Filed as: GREAT WEST LIFE AND ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,025 |
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 | $126,379 | $89,652+41.0% | $141,197-10.5% | $65,186+93.9% |
| Participation rate | 91.5% | 74.7%+16.8pp | 82.5%+9.0pp | 70.2%+21.3pp |
| Annual return | 21.23% | 32.79%-11.6pp | 71.41%-50.2pp | 29.39%-8.2pp |
| Employer contribution / active EE | $1,180 | $3,065-61.5% | $4,736-75.1% | $2,177-45.8% |
| Participant deferral / active EE | $10,738 | $5,691+88.7% | $6,710+60.0% | $3,514+205.6% |
| Admin fee / account holder | $327 | $569-42.5% | $10,265-96.8% | $847-61.4% |