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 | $645,332 |
Filed as: GWFS EQUITIES INC Service code 33 · EIN 84-0965407 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder servicing fees; Securitie... | $3,769 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $16,741 | $73,367-77.2% | $106,387-84.3% | $73,367-77.2% |
| Participation rate | 73.3% | 69.5%+3.8pp | 77.5%-4.2pp | 69.5%+3.8pp |
| Annual return | -6.62% | 173.45%-180.1pp | 0.25%-6.9pp | 173.45%-180.1pp |
| Employer contribution / active EE | $561 | $2,499-77.5% | $3,520-84.1% | $2,499-77.5% |
| Participant deferral / active EE | $1,164 | $4,033-71.1% | $5,421-78.5% | $4,033-71.1% |
| Admin fee / account holder | $46 | $68-32.8% | $7,510-99.4% | $68-32.8% |