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 | $1,950,014 |
NORTHERN TRUST COMPANY6+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $255,622 |
DIMEO SCHNEIDER & ASSOCIATES LLC6+ years Filed as: DIMEO SCHNEIDER & ASSOCIATES, L.L.C Service code 28 · EIN 36-4001764 | Investment Management | $230,337 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,964 | $164,350-13.0% | $95,968+49.0% | $106,273+34.5% |
| Participation rate | 99.4% | 90.5%+8.9pp | 77.1%+22.3pp | 70.8%+28.6pp |
| Annual return | 13.31% | 14.56%-1.3pp | 91.65%-78.3pp | 21.70%-8.4pp |
| Employer contribution / active EE | $5,010 | $4,292+16.7% | $2,542+97.1% | $2,722+84.0% |
| Participant deferral / active EE | $6,387 | $7,854-18.7% | $4,167+53.3% | $4,601+38.8% |
| Admin fee / account holder | $96 | $65+46.7% | $6,798-98.6% | $78+22.5% |