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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 100 NORTHFIELD DRIVE · WINDSOR, CT 06095 | Advisory (Plan) | $38,016 |
Filed as: GWFS EQUITIES INC Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder servicing fees; Distribut... | $118 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $93,375 | $89,652+4.2% | $141,197-33.9% | $65,186+43.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.5%+17.5pp | 70.2%+29.8pp |
| Annual return | 19.76% | 32.79%-13.0pp | 71.41%-51.6pp | 29.39%-9.6pp |
| Employer contribution / active EE | $6,207 | $3,065+102.5% | $4,736+31.1% | $2,177+185.2% |
| Participant deferral / active EE | $7,137 | $5,691+25.4% | $6,710+6.4% | $3,514+103.1% |
| Admin fee / account holder | $160 | $569-71.9% | $10,265-98.4% | $847-81.2% |