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 | $99,087 |
CLARK HILL PLC1+ years Service code 29 · EIN 38-0425840 | Legal | $23,070 |
Filed as: GWFS EQUITIES INC. Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Securities brokerage; Other investmen... | $190 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $17,196 | $44,007-60.9% | $154,110-88.8% | $68,904-75.0% |
| Participation rate | 81.8% | 70.0%+11.8pp | 83.0%-1.2pp | 74.1%+7.7pp |
| Annual return | -17.66% | 8.15%-25.8pp | 735.22%-752.9pp | 1.07%-18.7pp |
| Employer contribution / active EE | $1,602 | $1,732-7.5% | $5,298-69.8% | $2,540-36.9% |
| Participant deferral / active EE | $2,017 | $2,813-28.3% | $5,081-60.3% | $4,015-49.8% |
| Admin fee / account holder | $16 | $65-75.8% | $13,412-99.9% | $71-78.0% |