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 | $149,771 |
Filed as: GWFS EQUITIES INC Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder servicing fees; Distribut... | $1,729 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,686 | $144,879+8.1% | $111,319+40.8% | $93,010+68.5% |
| Participation rate | 98.3% | 86.1%+12.2pp | 77.3%+21.0pp | 73.9%+24.4pp |
| Annual return | 13.34% | 18.11%-4.8pp | 54.68%-41.3pp | 158.70%-145.4pp |
| Employer contribution / active EE | $2,698 | $3,052-11.6% | $2,732-1.2% | $2,705-0.3% |
| Participant deferral / active EE | $13,588 | $5,576+143.7% | $4,488+202.8% | $4,561+197.9% |
| Admin fee / account holder | $30 | $104-71.4% | $7,966-99.6% | $152-80.5% |