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 | $551,168 |
NEPC, LLC6+ years Filed as: NEPC LLC Service code 16 · EIN 04-2927339 | Consulting | $76,231 |
GEORGE JOHNSON & COMPANY6+ years Service code 10 · EIN 38-2029668 | Accounting | $19,100 |
WILLIS TOWERS WATSON US LLC2 years Service code 16 · EIN 53-0181291 | Consulting | $10,420 |
CLARK HILL PLC4 years Service code 29 · EIN 38-0425840 | Legal | $8,044 |
Filed as: GWFS EQUITIES INC Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder servicing fees; Distribut... | $5,025 |
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 | $69,742 | $66,513+4.9% | $178,510-60.9% | $106,273-34.4% |
| Participation rate | 98.8% | 73.8%+25.1pp | 81.9%+16.9pp | 70.8%+28.0pp |
| Annual return | 11.60% | 21.81%-10.2pp | 151.13%-139.5pp | 21.70%-10.1pp |
| Employer contribution / active EE | $3,290 | $1,776+85.3% | $5,011-34.3% | $2,722+20.9% |
| Participant deferral / active EE | $1,584 | $3,679-57.0% | $5,202-69.6% | $4,601-65.6% |
| Admin fee / account holder | $27 | $53-49.7% | $13,988-99.8% | $78-65.7% |