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 | $342,051 |
GEORGE JOHNSON & COMPANY7+ years Service code 10 · EIN 38-2029668 | Accounting | $18,100 |
WILLIS TOWERS WATSON US LLC3 years Service code 16 · EIN 53-0181291 | Consulting | $7,230 |
Filed as: GWFS EQUITIES INC Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Other investment fees and expenses; D... | $3,570 |
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 | $86,749 | $68,062+27.5% | $185,823-53.3% | $106,520-18.6% |
| Participation rate | 70.9% | 75.2%-4.4pp | 81.7%-10.8pp | 71.3%-0.5pp |
| Annual return | 15.30% | 18.20%-2.9pp | 122.05%-106.8pp | 19.28%-4.0pp |
| Employer contribution / active EE | $0 | $1,997-100.0% | $5,167-100.0% | $2,840-100.0% |
| Participant deferral / active EE | $4,768 | $3,990+19.5% | $5,568-14.4% | $4,948-3.6% |
| Admin fee / account holder | $25 | $53-53.2% | $16,237-99.8% | $75-66.9% |