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 | $337,183 |
GEORGE JOHNSON & COMPANY3 years Service code 10 · EIN 38-2029668 | Accounting | $17,200 |
WILLIS TOWERS WATSON US LLC3 years Service code 16 · EIN 53-0181291 | Consulting | $11,780 |
RENKIM CORPORATION1 year Service code 29 13333 ALLEN RD · SOUTHGATE, MI 48195 | Legal | $8,597 |
Filed as: GWFS EQUITIES INC Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Other investment fees and expenses; D... | $650 |
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 | $25,577 | $68,062-62.4% | $185,854-86.2% | $106,520-76.0% |
| Participation rate | 88.2% | 75.2%+13.0pp | 81.7%+6.5pp | 71.3%+16.9pp |
| Annual return | 17.96% | 18.20%-0.2pp | 122.12%-104.2pp | 19.28%-1.3pp |
| Employer contribution / active EE | $2,356 | $1,997+18.0% | $5,169-54.4% | $2,840-17.1% |
| Participant deferral / active EE | $3,529 | $3,990-11.6% | $5,569-36.6% | $4,948-28.7% |
| Admin fee / account holder | $22 | $53-57.5% | $16,246-99.9% | $75-69.9% |