Filed March 6, 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 | $38,413 |
RSM US LLP2+ years Service code 10 5155 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Accounting | $14,000 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP INC Service code 13 1350 TREAT BLVD STE 300 · WALNUT CREEK, CA 945977959 | Contract Administrator | $6,315 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,585 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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 | $46,092 | $33,232+38.7% | $71,796-35.8% | $63,975-28.0% |
| Participation rate | 19.8% | 60.1%-40.3pp | 69.1%-49.3pp | 71.1%-51.3pp |
| Annual return | 8.51% | 11.99%-3.5pp | 78.04%-69.5pp | 48.65%-40.1pp |
| Employer contribution / active EE | $0 | $723-100.0% | $1,924-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $531 | $1,604-66.9% | $2,794-81.0% | $3,356-84.2% |
| Admin fee / account holder | $155 | $63+143.9% | $4,815-96.8% | $70+119.9% |