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 | $352,583 |
GEORGE JOHNSON & COMPANY5+ years Service code 10 · EIN 38-2029668 | Accounting | $18,098 |
Service code 16 · EIN 53-0181291 | Consulting | $8,226 |
Filed as: GWFS EQUITIES INC Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Distribution (12b-1) fees; Securities... | $1,750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,177 | $58,202-1.8% | $172,739-66.9% | $89,569-36.2% |
| Participation rate | 66.4% | 72.8%-6.4pp | 82.6%-16.3pp | 69.6%-3.2pp |
| Annual return | 22.05% | 61.59%-39.5pp | 802.84%-780.8pp | 34.56%-12.5pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $5,143-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,685 | $3,335+10.5% | $5,198-29.1% | $4,220-12.7% |
| Admin fee / account holder | $22 | $53-57.5% | $13,954-99.8% | $72-68.8% |