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 | $62,490 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $27,198 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $4,627 |
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 | $125,002 | $48,261+159.0% | $68,612+82.2% | $55,725+124.3% |
| Participation rate | 100.0% | 71.0%+29.0pp | 72.2%+27.8pp | 70.9%+29.1pp |
| Annual return | 11.02% | -2.61%+13.6pp | -4.63%+15.6pp | 244.93%-233.9pp |
| Employer contribution / active EE | $9,910 | $1,742+468.8% | $2,625+277.5% | $2,078+376.9% |
| Participant deferral / active EE | $5,111 | $2,712+88.5% | $3,311+54.4% | $3,356+52.3% |
| Admin fee / account holder | $282 | $126+123.8% | $5,131-94.5% | $115+145.2% |