Filed September 25, 1992
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $182,247 |
Filed as: GWFS EQUITIES INC Service code 26 · EIN 84-0965407 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $611 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,266 | $105,173-34.1% | $87,102-20.5% | $77,775-10.9% |
| Participation rate | 82.8% | 85.8%-3.0pp | 76.9%+5.9pp | 73.2%+9.6pp |
| Annual return | 18.62% | 24.52%-5.9pp | 28.19%-9.6pp | 32.58%-14.0pp |
| Employer contribution / active EE | $873 | $2,890-69.8% | $2,521-65.4% | $2,504-65.1% |
| Participant deferral / active EE | $2,444 | $5,048-51.6% | $4,048-39.6% | $3,966-38.4% |
| Admin fee / account holder | $52 | $105-50.1% | $7,493-99.3% | $100-47.9% |