Filed March 11, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST TRUST COMPANY, LLC Service code 15 · EIN 84-1455663 | Recordkeeping | $1,671,164 |
NORTHERN TRUST COMPANY3+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $330,143 |
DIMEO SCHNEIDER & ASSOCIATES LLC3+ years Filed as: DIMEO SCHNEIDER & ASSOCIATES, L.L.C Service code 28 · EIN 36-4001764 | Investment Management | $212,920 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,869 | $136,209-9.8% | $82,312+49.3% | $80,976+51.7% |
| Participation rate | 97.4% | 88.0%+9.4pp | 76.9%+20.5pp | 68.3%+29.1pp |
| Annual return | 16.35% | 21.54%-5.2pp | 25.88%-9.5pp | 22.91%-6.6pp |
| Employer contribution / active EE | $4,122 | $3,633+13.5% | $2,428+69.7% | $2,402+71.6% |
| Participant deferral / active EE | $5,472 | $6,693-18.2% | $3,706+47.6% | $3,848+42.2% |
| Admin fee / account holder | $85 | $62+37.4% | $5,608-98.5% | $67+26.6% |