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 | $39,141 |
RSM US LLP3+ years Service code 10 5155 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Accounting | $14,700 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT GROUP INC Service code 13 1350 TREAT BLVD, STE 300 · WALNUT CREEK, CA 945977959 | Contract Administrator | $5,815 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,525 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,403 | $38,833-57.8% | $78,778-79.2% | $77,958-79.0% |
| Participation rate | 79.3% | 60.9%+18.4pp | 69.2%+10.1pp | 71.6%+7.7pp |
| Annual return | 14.27% | 20.31%-6.0pp | 35.62%-21.4pp | 20.87%-6.6pp |
| Employer contribution / active EE | $2,594 | $840+209.0% | $1,986+30.6% | $2,310+12.3% |
| Participant deferral / active EE | $676 | $1,776-61.9% | $2,958-77.2% | $3,537-80.9% |
| Admin fee / account holder | $43 | $89-51.7% | $5,134-99.2% | $97-55.9% |