Filed January 5, 2026 (most recent of 5 filings on file)
Total covered: 339 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE INSURANCE CO Service code 15 · EIN 84-0467907 | Recordkeeping | $290,246 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,781 | $88,581+18.3% | $74,184+41.2% | $65,292+60.5% |
| Participation rate | 89.7% | 86.2%+3.5pp | 76.6%+13.1pp | 72.4%+17.3pp |
| Annual return | 10.18% | 11.72%-1.5pp | 17.74%-7.6pp | 11.84%-1.7pp |
| Employer contribution / active EE | $2,504 | $3,021-17.1% | $2,370+5.7% | $2,302+8.8% |
| Participant deferral / active EE | $6,775 | $4,898+38.3% | $3,550+90.8% | $3,579+89.3% |
| Admin fee / account holder | $47 | $60-22.2% | $5,586-99.2% | $57-18.9% |