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 | $279,243 |
GEORGE JOHNSON & COMPANY2 years Service code 10 · EIN 38-2029668 | Accounting | $17,200 |
WILLIS TOWERS WATSON US LLC2 years Service code 16 · EIN 53-0181291 | Consulting | $11,920 |
Filed as: GWFS EQUITIES INC Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder servicing fees; Distribut... | $600 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $22,400 | $66,513-66.3% | $178,510-87.5% | $106,273-78.9% |
| Participation rate | 86.3% | 73.8%+12.5pp | 81.9%+4.4pp | 70.8%+15.5pp |
| Annual return | 20.15% | 21.81%-1.7pp | 151.13%-131.0pp | 21.70%-1.5pp |
| Employer contribution / active EE | $2,154 | $1,776+21.3% | $5,011-57.0% | $2,722-20.9% |
| Participant deferral / active EE | $2,945 | $3,679-20.0% | $5,202-43.4% | $4,601-36.0% |
| Admin fee / account holder | $22 | $53-58.6% | $13,988-99.8% | $78-71.7% |