Filed March 11, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
GREAT-WEST LIFE & ANNUITY INSURANCE10+ years Filed as: GREAT-WEST TRUST COMPANY, LLC Service code 15 · EIN 84-1455663 | Recordkeeping | $1,619,438 |
NORTHERN TRUST COMPANY10+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $247,394 |
FIDUICIENT ADVISORS3 years Service code 28 · EIN 36-4001764 | Investment Management | $199,000 |
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 | $154,961 | $178,759-13.3% | $102,460+51.2% | $106,553+45.4% |
| Participation rate | 99.4% | 91.3%+8.1pp | 76.5%+22.9pp | 69.8%+29.6pp |
| Annual return | 10.01% | 17.23%-7.2pp | 29.47%-19.5pp | 17.37%-7.4pp |
| Employer contribution / active EE | $6,487 | $5,750+12.8% | $3,025+114.4% | $3,359+93.1% |
| Participant deferral / active EE | $8,542 | $9,466-9.8% | $5,056+69.0% | $5,562+53.6% |
| Admin fee / account holder | $76 | $62+22.9% | $9,460-99.2% | $80-4.2% |