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 | $56,299 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $19,661 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $128,792 | $50,385+155.6% | $75,501+70.6% | $62,293+106.8% |
| Participation rate | 100.0% | 67.7%+32.3pp | 72.4%+27.6pp | 69.5%+30.5pp |
| Annual return | 12.05% | 19.90%-7.8pp | 27.35%-15.3pp | 28.90%-16.8pp |
| Employer contribution / active EE | $10,118 | $1,537+558.2% | $2,352+330.2% | $2,042+395.5% |
| Participant deferral / active EE | $4,752 | $2,445+94.3% | $3,142+51.2% | $3,169+49.9% |
| Admin fee / account holder | $272 | $384-29.1% | $5,801-95.3% | $479-43.2% |