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 | $125,510 |
Filed as: GWFS EQUITIES Service code 33 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Other investment fees and expenses; P... | $1,677 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,174 | $176,471-22.3% | $95,968+42.9% | $90,274+52.0% |
| Participation rate | 97.9% | 86.6%+11.3pp | 77.1%+20.8pp | 73.4%+24.6pp |
| Annual return | 13.20% | 20.15%-6.9pp | 91.65%-78.5pp | 53.97%-40.8pp |
| Employer contribution / active EE | $2,477 | $2,783-11.0% | $2,542-2.5% | $2,523-1.8% |
| Participant deferral / active EE | $12,956 | $5,325+143.3% | $4,167+210.9% | $4,231+206.3% |
| Admin fee / account holder | $23 | $154-84.8% | $6,798-99.7% | $114-79.4% |