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 | $70,772 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $33,472 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $10,603 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $113,595 | $55,790+103.6% | $76,657+48.2% | $67,579+68.1% |
| Participation rate | 100.0% | 71.1%+28.9pp | 72.1%+27.9pp | 71.3%+28.7pp |
| Annual return | 1.90% | 64.45%-62.5pp | 1166.74%-1164.8pp | 378.56%-376.7pp |
| Employer contribution / active EE | $9,518 | $1,810+425.8% | $2,303+313.4% | $2,148+343.2% |
| Participant deferral / active EE | $5,191 | $2,875+80.6% | $3,335+55.6% | $3,539+46.7% |
| Admin fee / account holder | $298 | $159+87.4% | $6,423-95.4% | $142+109.6% |