Filed October 25, 2017 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $351,099 |
GEORGE JOHNSON & COMPANY6+ years Service code 10 · EIN 38-2029668 | Accounting | $18,100 |
WILLIS TOWERS WATSON US LLC2 years Service code 16 · EIN 53-0181291 | Consulting | $6,440 |
Filed as: GWFS EQUITIES INC Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Securities brokerage; Distribution (1... | $2,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,642 | $66,513+4.7% | $178,510-61.0% | $106,273-34.5% |
| Participation rate | 68.6% | 73.8%-5.2pp | 81.9%-13.4pp | 70.8%-2.2pp |
| Annual return | 16.89% | 21.81%-4.9pp | 151.13%-134.2pp | 21.70%-4.8pp |
| Employer contribution / active EE | $7 | $1,776-99.6% | $5,011-99.9% | $2,722-99.8% |
| Participant deferral / active EE | $4,123 | $3,679+12.1% | $5,202-20.7% | $4,601-10.4% |
| Admin fee / account holder | $23 | $53-57.0% | $13,988-99.8% | $78-70.6% |