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 | $265,968 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $163,662 |
Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $2,400 |
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 | $132,125 | $134,619-1.9% | $111,319+18.7% | $101,555+30.1% |
| Participation rate | 99.0% | 89.0%+10.0pp | 77.3%+21.7pp | 74.5%+24.5pp |
| Annual return | 21.00% | 17.96%+3.0pp | 54.68%-33.7pp | 21.00%0pp |
| Employer contribution / active EE | $4,868 | $3,829+27.1% | $2,732+78.2% | $2,972+63.8% |
| Participant deferral / active EE | $8,867 | $6,572+34.9% | $4,488+97.6% | $4,874+81.9% |
| Admin fee / account holder | $50 | $86-41.8% | $7,966-99.4% | $139-64.0% |