Filed March 7, 2026
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 52 · EIN 84-0467907 | Indirect Investment Fees | $218,331 |
CARLSON QUINN4 years Filed as: CARLSON, QUINN & ASSOCIATES Service code 13 · EIN 94-3210526 | Contract Administrator | $41,695 |
SAGEVIEW ADVISORY GROUP, LLC5+ years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $33,750 |
Service code 26 · EIN 61-1732930 | Advisory (Participants) | $382 |
AMERICAN FUNDS5+ years Service code 52 · EIN 22-1557722 | Indirect Investment Fees | $0 |
BLACKROCK5+ years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3365630 | Indirect Investment Fees | $0 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANC Service code 49 | Other Services | $0 |
INVESCO3 years Service code 52 · EIN 76-0343427 | Indirect Investment Fees | $0 |
JANUS HENDERSON5+ years Service code 52 | Indirect Investment Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,249 | $86,225-40.6% | $146,665-65.1% | $86,799-41.0% |
| Participation rate | 89.9% | 78.0%+11.9pp | 80.1%+9.8pp | 72.3%+17.6pp |
| Annual return | 13.18% | 31.23%-18.0pp | 22.74%-9.6pp | 97.91%-84.7pp |
| Employer contribution / active EE | $1,189 | $2,392-50.3% | $4,136-71.2% | $2,405-50.5% |
| Participant deferral / active EE | $3,036 | $4,245-28.5% | $5,506-44.9% | $4,131-26.5% |
| Admin fee / account holder | $233 | $195+19.3% | $10,280-97.7% | $170+37.4% |