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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $321,595 |
Filed as: GWFS EQUITIES INC Service code 33 · EIN 84-0965407 | Securities brokerage; Other investmen... | $7,205 |
Service code 15 · EIN 84-0467907 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $6,376 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,493 | $78,852+63.0% | $76,768+67.4% | $75,289+70.7% |
| Participation rate | 95.9% | 85.0%+10.9pp | 77.0%+18.9pp | 72.4%+23.5pp |
| Annual return | 13.13% | -1.29%+14.4pp | 2.43%+10.7pp | -0.04%+13.2pp |
| Employer contribution / active EE | $4,208 | $2,794+50.6% | $2,485+69.3% | $2,405+75.0% |
| Participant deferral / active EE | $10,354 | $4,800+115.7% | $3,852+168.8% | $3,739+177.0% |
| Admin fee / account holder | $68 | $79-13.3% | $6,676-99.0% | $102-33.1% |