Filed March 17, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $46,400 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,970 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,777 | $46,072+218.6% | $69,779+110.3% | $55,167+166.1% |
| Participation rate | 92.4% | 67.5%+25.0pp | 71.8%+20.6pp | 69.0%+23.4pp |
| Annual return | 6.30% | 8.68%-2.4pp | 12.99%-6.7pp | 169.23%-162.9pp |
| Employer contribution / active EE | $10,474 | $1,500+598.3% | $2,338+347.9% | $1,963+433.7% |
| Participant deferral / active EE | $5,155 | $2,344+119.9% | $2,931+75.9% | $3,054+68.8% |
| Admin fee / account holder | $276 | $428-35.5% | $4,381-93.7% | $504-45.3% |