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 | $24,412 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,671 | $74,188-50.6% | $115,756-68.3% | $64,808-43.4% |
| Participation rate | 77.2% | 76.2%+0.9pp | 77.1%+0.1pp | 71.5%+5.7pp |
| Annual return | -9.52% | -11.81%+2.3pp | 143.14%-152.7pp | 32.82%-42.3pp |
| Employer contribution / active EE | $1,841 | $3,365-45.3% | $3,793-51.5% | $2,506-26.5% |
| Participant deferral / active EE | $2,293 | $5,294-56.7% | $6,254-63.3% | $4,310-46.8% |
| Admin fee / account holder | $57 | $148-61.8% | $8,124-99.3% | $188-69.8% |