Filed April 22, 2025 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $590,609 |
Filed as: GWFS EQUITIES INC Service code 33 · EIN 84-0965407 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder servicing fees; Distribut... | $3,235 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,694 | $80,976-75.7% | $115,752-83.0% | $80,976-75.7% |
| Participation rate | 68.8% | 68.3%+0.5pp | 77.8%-9.0pp | 68.3%+0.5pp |
| Annual return | 26.83% | 22.91%+3.9pp | 19.41%+7.4pp | 22.91%+3.9pp |
| Employer contribution / active EE | $430 | $2,402-82.1% | $3,492-87.7% | $2,402-82.1% |
| Participant deferral / active EE | $1,097 | $3,848-71.5% | $5,204-78.9% | $3,848-71.5% |
| Admin fee / account holder | $48 | $67-29.2% | $6,278-99.2% | $67-29.2% |