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 | $196,050 |
Filed as: ADVISED ASSET GROUP, LLC Service code 28 · EIN 84-1532243 | Investment Management | $14,690 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 | Recordkeeping | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,009 | $100,921+23.9% | $82,312+51.9% | $177,276-29.5% |
| Participation rate | 97.5% | 86.9%+10.5pp | 76.9%+20.6pp | 74.8%+22.6pp |
| Annual return | 16.09% | 20.33%-4.2pp | 25.88%-9.8pp | 21.25%-5.2pp |
| Employer contribution / active EE | $2,606 | $3,145-17.2% | $2,428+7.3% | $2,479+5.1% |
| Participant deferral / active EE | $7,215 | $5,192+39.0% | $3,706+94.7% | $3,881+85.9% |
| Admin fee / account holder | $38 | $64-41.1% | $5,608-99.3% | $154-75.5% |