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 TRUST COMPANY, LLC (NY) Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $156,866 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $36,595 |
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 | $119,023 | $96,261+23.6% | $76,768+55.0% | $68,904+72.7% |
| Participation rate | 95.6% | 87.0%+8.6pp | 77.0%+18.7pp | 74.1%+21.5pp |
| Annual return | 7.82% | -0.85%+8.7pp | 2.43%+5.4pp | 1.07%+6.7pp |
| Employer contribution / active EE | $2,952 | $3,303-10.6% | $2,485+18.8% | $2,540+16.2% |
| Participant deferral / active EE | $7,010 | $5,537+26.6% | $3,852+82.0% | $4,015+74.6% |
| Admin fee / account holder | $31 | $73-57.6% | $6,676-99.5% | $71-56.7% |