Filed January 5, 2026 (most recent of 5 filings on file)
Total covered: 339 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $174,681 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $99,849 |
Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $1,800 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $114,002 | $124,049-8.1% | $95,968+18.8% | $93,223+22.3% |
| Participation rate | 99.2% | 88.4%+10.8pp | 77.1%+22.1pp | 74.9%+24.3pp |
| Annual return | 6.61% | 22.17%-15.6pp | 91.65%-85.0pp | 19.29%-12.7pp |
| Employer contribution / active EE | $3,818 | $3,478+9.8% | $2,542+50.2% | $2,680+42.5% |
| Participant deferral / active EE | $7,856 | $6,147+27.8% | $4,167+88.5% | $4,563+72.2% |
| Admin fee / account holder | $35 | $73-52.5% | $6,798-99.5% | $79-56.4% |