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, LLC6+ years Service code 27 3800 AMERICAN BLVD STE 1000 · BLOOMINGTON, MN 55431 | Advisory (Plan) | $27,555 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,147 |
BOHR, DAHM, GREIF & ASSOCIATES6+ years Filed as: BOHR, DAHM, GREIF & ASSOCIATES, P.C Service code 10 1845 51ST STREET NE · CEDAR RAPIDS, IA 52402 | Accounting | $7,000 |
GOLDLEAF PARTNERS1 year Filed as: GOLDLEAF PARTNERS SERVICES INC DBA Service code 13 PO BOX 55757 · BOSTON, MA 02205 | Contract Administrator | $1,667 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $146,777 | $99,957+46.8% | $149,745-2.0% | $73,497+99.7% |
| Participation rate | 90.1% | 75.7%+14.4pp | 82.5%+7.6pp | 70.7%+19.4pp |
| Annual return | 15.33% | 53.87%-38.5pp | 276.72%-261.4pp | 28.51%-13.2pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,646-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $10,080 | $6,073+66.0% | $6,843+47.3% | $3,740+169.5% |
| Admin fee / account holder | $376 | $551-31.7% | $9,312-96.0% | $513-26.6% |