Filed March 17, 2026 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $80,126 |
Filed as: COTA STREET INVESTMENT MANAGEMENT Service code 28 24 E. COTA STREET, SUITE 200 · SANTA BARBARA, CA 93101 | Investment Management | $50,000 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $32,709 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,320 | $56,503+97.0% | $69,884+59.3% | $64,819+71.7% |
| Participation rate | 98.8% | 70.5%+28.3pp | 70.5%+28.3pp | 71.5%+27.3pp |
| Annual return | -5.20% | -13.44%+8.2pp | 190.81%-196.0pp | 32.84%-38.0pp |
| Employer contribution / active EE | $10,378 | $2,046+407.1% | $2,560+305.4% | $2,507+314.0% |
| Participant deferral / active EE | $5,757 | $3,389+69.9% | $3,848+49.6% | $4,311+33.5% |
| Admin fee / account holder | $311 | $160+93.8% | $6,266-95.0% | $188+65.4% |