Filed October 25, 2017 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $581,229 |
NEPC, LLC5+ years Filed as: NEPC LLC Service code 16 · EIN 04-2927339 | Consulting | $74,859 |
Service code 16 · EIN 53-0181291 | Consulting | $19,378 |
GEORGE JOHNSON & COMPANY5+ years Service code 10 · EIN 38-2029668 | Accounting | $19,025 |
CLARK HILL PLC3 years Service code 29 · EIN 38-0425840 | Legal | $7,788 |
Filed as: GWFS EQUITIES INC Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Securities brokerage; Other investmen... | $3,475 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,327 | $58,202+3.7% | $172,757-65.1% | $89,609-32.7% |
| Participation rate | 99.1% | 72.8%+26.3pp | 82.6%+16.5pp | 69.6%+29.5pp |
| Annual return | 18.11% | 61.59%-43.5pp | 803.06%-784.9pp | 33.65%-15.5pp |
| Employer contribution / active EE | $3,137 | $1,759+78.4% | $5,144-39.0% | $2,584+21.4% |
| Participant deferral / active EE | $1,550 | $3,335-53.5% | $5,198-70.2% | $4,222-63.3% |
| Admin fee / account holder | $27 | $53-49.3% | $13,956-99.8% | $72-62.8% |