Filed April 13, 2026 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $21,038 |
Filed as: GWFS EQUITIES INC Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Other investment fees and expenses; S... | $8,494 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $97,606 | $78,852+23.8% | $76,768+27.1% | $75,289+29.6% |
| Participation rate | 96.8% | 85.0%+11.8pp | 77.0%+19.8pp | 72.4%+24.4pp |
| Annual return | -5.80% | -1.29%-4.5pp | 2.43%-8.2pp | -0.04%-5.8pp |
| Employer contribution / active EE | $2,082 | $2,794-25.5% | $2,485-16.2% | $2,405-13.4% |
| Participant deferral / active EE | $8,699 | $4,800+81.2% | $3,852+125.8% | $3,739+132.7% |
| Admin fee / account holder | $4 | $79-95.5% | $6,676-99.9% | $102-96.5% |