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 | $19,712 |
Filed as: GWFS EQUITIES INC Service code 33 · EIN 84-0965407 | Other investment fees and expenses; S... | $7,411 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $118,027 | $105,173+12.2% | $87,102+35.5% | $77,775+51.8% |
| Participation rate | 96.8% | 85.8%+11.0pp | 76.9%+19.9pp | 73.2%+23.6pp |
| Annual return | 21.66% | 24.52%-2.9pp | 28.19%-6.5pp | 32.58%-10.9pp |
| Employer contribution / active EE | $2,275 | $2,890-21.3% | $2,521-9.8% | $2,504-9.1% |
| Participant deferral / active EE | $10,428 | $5,048+106.6% | $4,048+157.6% | $3,966+162.9% |
| Admin fee / account holder | $3 | $105-96.8% | $7,493-100.0% | $100-96.6% |