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 | $689,692 |
Filed as: GWFS EQUITIES INC Service code 33 · EIN 84-0965407 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Other investment fees and expenses; S... | $5,188 |
Filed as: GREAT-WEST LIFE & INSURANCE CO Service code 15 | Recordkeeping | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $16,035 | $80,976-80.2% | $115,752-86.1% | $80,976-80.2% |
| Participation rate | 82.9% | 68.3%+14.6pp | 77.8%+5.1pp | 68.3%+14.6pp |
| Annual return | 18.47% | 22.91%-4.4pp | 19.41%-0.9pp | 22.91%-4.4pp |
| Employer contribution / active EE | $542 | $2,402-77.4% | $3,492-84.5% | $2,402-77.4% |
| Participant deferral / active EE | $1,378 | $3,848-64.2% | $5,204-73.5% | $3,848-64.2% |
| Admin fee / account holder | $49 | $67-27.3% | $6,278-99.2% | $67-27.3% |