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 | $1,694,186 |
NORTHERN TRUST COMPANY4+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $290,225 |
DIMEO SCHNEIDER & ASSOCIATES LLC4+ years Filed as: DIMEO SCHNEIDER & ASSOCIATES, L.L.C Service code 28 · EIN 36-4001764 | Investment Management | $216,179 |
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 | $109,221 | $127,796-14.5% | $76,768+42.3% | $73,367+48.9% |
| Participation rate | 97.8% | 88.2%+9.6pp | 77.0%+20.8pp | 69.5%+28.3pp |
| Annual return | -7.02% | -2.31%-4.7pp | 2.43%-9.4pp | 173.45%-180.5pp |
| Employer contribution / active EE | $4,271 | $3,931+8.6% | $2,485+71.8% | $2,499+70.9% |
| Participant deferral / active EE | $5,619 | $6,924-18.8% | $3,852+45.9% | $4,033+39.3% |
| Admin fee / account holder | $84 | $66+27.1% | $6,676-98.7% | $68+23.4% |