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 | $169,154 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $62,157 |
Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $3,900 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,599 | $117,238-4.8% | $87,102+28.1% | $82,204+35.8% |
| Participation rate | 99.1% | 87.2%+11.9pp | 76.9%+22.2pp | 73.4%+25.7pp |
| Annual return | 6.69% | 25.80%-19.1pp | 28.19%-21.5pp | 26.31%-19.6pp |
| Employer contribution / active EE | $2,752 | $3,535-22.2% | $2,521+9.1% | $2,707+1.6% |
| Participant deferral / active EE | $7,694 | $5,976+28.7% | $4,048+90.0% | $4,246+81.2% |
| Admin fee / account holder | $32 | $81-60.8% | $7,493-99.6% | $76-57.9% |