Filed April 13, 2026 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 84-0467907 | Recordkeeping | $17,250 |
Filed as: GWFS EQUITIES Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Other investment fees and expenses; S... | $8,893 |
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 | $106,954 | $88,730+20.5% | $82,312+29.9% | $77,958+37.2% |
| Participation rate | 96.8% | 84.5%+12.2pp | 76.9%+19.9pp | 71.6%+25.1pp |
| Annual return | 17.57% | 20.88%-3.3pp | 25.88%-8.3pp | 20.87%-3.3pp |
| Employer contribution / active EE | $1,953 | $2,758-29.2% | $2,428-19.6% | $2,310-15.5% |
| Participant deferral / active EE | $8,003 | $4,634+72.7% | $3,706+115.9% | $3,537+126.3% |
| Admin fee / account holder | $3 | $74-96.0% | $5,608-99.9% | $97-96.9% |