Filed August 12, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALLIANT INSURANCE SERVICES INC Service code 13 DBA ALLIANT RETIREMENT · NEW YORK, NY 11018 | Contract Administrator | $92,570 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $60,694 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $59,272 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,602 | $45,000-45.3% | $143,797-82.9% | $77,906-68.4% |
| Participation rate | 96.3% | 66.8%+29.5pp | 80.3%+16.0pp | 73.7%+22.6pp |
| Annual return | -15.94% | 29.03%-45.0pp | -0.04%-15.9pp | 12.16%-28.1pp |
| Employer contribution / active EE | $1,267 | $1,870-32.3% | $4,952-74.4% | $2,846-55.5% |
| Participant deferral / active EE | $2,655 | $3,157-15.9% | $5,638-52.9% | $4,805-44.7% |
| Admin fee / account holder | $115 | $98+17.3% | $14,679-99.2% | $133-13.0% |