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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIENT ADVISORS LLC1 year Service code 27 500 W MADISON ST STE 1700 · CHICAGO, IL 60661 | Advisory (Plan) | $29,654 |
Service code 27 100 NORTHFIELD DRIVE · WINDSOR, CT 06095 | Advisory (Plan) | $9,791 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,375 |
Filed as: GWFS EQUITIES INC Service code 59 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,484 | $104,479+3.8% | $159,474-32.0% | $79,391+36.6% |
| Participation rate | 99.3% | 76.6%+22.7pp | 82.8%+16.5pp | 70.7%+28.6pp |
| Annual return | 17.46% | 67.98%-50.5pp | 263.68%-246.2pp | 116.88%-99.4pp |
| Employer contribution / active EE | $6,541 | $3,417+91.4% | $4,831+35.4% | $2,428+169.4% |
| Participant deferral / active EE | $6,678 | $6,468+3.3% | $7,353-9.2% | $4,046+65.1% |
| Admin fee / account holder | $172 | $711-75.8% | $10,802-98.4% | $627-72.5% |