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 | $190,332 |
Service code 16 · EIN 53-0181291 | Consulting | $17,496 |
GEORGE JOHNSON & COMPANY1 year Service code 10 · EIN 38-2029668 | Accounting | $17,176 |
CLARK HILL PLC2+ years Service code 29 · EIN 38-0425840 | Legal | $5,307 |
Filed as: GWFS EQUITIES INC Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Distribution (12b-1) fees; Other inve... | $400 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,055 | $58,202-67.3% | $172,739-89.0% | $89,569-78.7% |
| Participation rate | 86.7% | 72.8%+13.9pp | 82.6%+4.1pp | 69.6%+17.1pp |
| Annual return | 36.61% | 61.59%-25.0pp | 802.84%-766.2pp | 34.56%+2.1pp |
| Employer contribution / active EE | $1,913 | $1,759+8.8% | $5,143-62.8% | $2,584-26.0% |
| Participant deferral / active EE | $2,493 | $3,335-25.2% | $5,198-52.0% | $4,220-40.9% |
| Admin fee / account holder | $20 | $53-62.4% | $13,954-99.9% | $72-72.4% |