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 | $26,014 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,416 | $75,419-46.4% | $392,568-89.7% | $67,579-40.2% |
| Participation rate | 75.2% | 74.8%+0.4pp | 78.1%-2.9pp | 71.3%+3.9pp |
| Annual return | 16.03% | 36.70%-20.7pp | 24.42%-8.4pp | 378.56%-362.5pp |
| Employer contribution / active EE | $1,650 | $2,636-37.4% | $3,783-56.4% | $2,148-23.2% |
| Participant deferral / active EE | $2,034 | $4,347-53.2% | $5,985-66.0% | $3,539-42.5% |
| Admin fee / account holder | $69 | $114-39.4% | $6,260-98.9% | $142-51.5% |