Filed March 11, 2026 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST TRUST COMPANY, LLC Service code 15 · EIN 84-1455663 | Recordkeeping | $1,992,601 |
NORTHERN TRUST COMPANY8+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $246,924 |
FIDUICIENT ADVISORS1 year Service code 28 · EIN 36-4001764 | Investment Management | $199,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,180 | $138,331-5.9% | $86,717+50.1% | $89,433+45.6% |
| Participation rate | 99.2% | 88.9%+10.4pp | 76.6%+22.7pp | 71.3%+28.0pp |
| Annual return | -2.86% | -11.72%+8.9pp | 35.97%-38.8pp | -11.88%+9.0pp |
| Employer contribution / active EE | $5,942 | $4,812+23.5% | $2,837+109.4% | $3,021+96.7% |
| Participant deferral / active EE | $7,554 | $8,027-5.9% | $4,657+62.2% | $5,125+47.4% |
| Admin fee / account holder | $86 | $64+34.0% | $7,494-98.9% | $79+8.2% |