Filed October 24, 2014
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 84-0467907 | Recordkeeping | $265,786 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $114,472 |
Filed as: GWFS EQUITIES INC Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Other investment fees and expenses; S... | $115 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,926 | $108,617-27.3% | $108,410-27.2% | $93,030-15.2% |
| Participation rate | 78.9% | 83.1%-4.3pp | 80.1%-1.2pp | 73.9%+5.0pp |
| Annual return | 14.56% | 21.63%-7.1pp | 905.27%-890.7pp | 158.70%-144.1pp |
| Employer contribution / active EE | $3,436 | $3,249+5.8% | $3,558-3.4% | $2,706+27.0% |
| Participant deferral / active EE | $4,335 | $7,885-45.0% | $6,563-33.9% | $4,562-5.0% |
| Admin fee / account holder | $179 | $94+91.7% | $7,295-97.5% | $152+18.3% |