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 | $1,756,625 |
NORTHERN TRUST COMPANY5+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $275,031 |
DIMEO SCHNEIDER & ASSOCIATES LLC5+ years Filed as: DIMEO SCHNEIDER & ASSOCIATES, L.L.C Service code 28 · EIN 36-4001764 | Investment Management | $223,223 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,721 | $143,368-10.2% | $87,102+47.8% | $89,609+43.6% |
| Participation rate | 99.2% | 88.2%+10.9pp | 76.9%+22.3pp | 69.6%+29.6pp |
| Annual return | 21.28% | 28.55%-7.3pp | 28.19%-6.9pp | 33.65%-12.4pp |
| Employer contribution / active EE | $4,813 | $4,012+20.0% | $2,521+90.9% | $2,584+86.3% |
| Participant deferral / active EE | $5,993 | $7,129-15.9% | $4,048+48.0% | $4,222+42.0% |
| Admin fee / account holder | $87 | $61+42.9% | $7,493-98.8% | $72+21.4% |