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 | Recordkeeping | $685,496 |
Filed as: GWFS EQUITIES INC Service code 33 · EIN 84-0965407 | Securities brokerage; Other investmen... | $5,766 |
Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $477,125 | $89,609+432.5% | $392,568+21.5% | $89,609+432.5% |
| Participation rate | 0.0% | 69.6%-69.6pp | 78.1%-78.1pp | 69.6%-69.6pp |
| Annual return | 19.66% | 33.65%-14.0pp | 24.42%-4.8pp | 33.65%-14.0pp |
| Employer contribution / active EE | $526 | $2,584-79.7% | $3,783-86.1% | $2,584-79.7% |
| Participant deferral / active EE | $1,523 | $4,222-63.9% | $5,985-74.5% | $4,222-63.9% |
| Admin fee / account holder | $1,191 | $72+1563.0% | $6,260-81.0% | $72+1563.0% |