Filed May 12, 2010
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $78,440 |
Service code 10 2001 ROSS AVE STE 1800 · DALLAS, TX 75201 | Accounting | $35,000 |
Filed as: GWFS EQUITIES INC Service code 33 · EIN 84-0965407 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder servicing fees; Securitie... | $1,935 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,094 | $82,546-41.7% | $140,019-65.7% | $75,289-36.1% |
| Participation rate | 89.0% | 88.4%+0.6pp | 87.5%+1.5pp | 72.4%+16.6pp |
| Annual return | -35.51% | -0.36%-35.1pp | 651.19%-686.7pp | -0.04%-35.5pp |
| Employer contribution / active EE | $1,939 | $3,856-49.7% | $5,605-65.4% | $2,405-19.4% |
| Participant deferral / active EE | $3,470 | $5,731-39.5% | $6,927-49.9% | $3,739-7.2% |
| Admin fee / account holder | $18 | $86-79.3% | $10,705-99.8% | $102-82.7% |