Filed December 18, 2025 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $852,920 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $137,565 |
Service code 26 · EIN 91-1925976 | Advisory (Participants) | $6,166 |
CHARLES SCHWAB & CO., INC.4 years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $4,004 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,678 | $66,513-11.8% | $178,510-67.1% | $106,273-44.8% |
| Participation rate | 79.5% | 73.8%+5.8pp | 81.9%-2.4pp | 70.8%+8.7pp |
| Annual return | 15.71% | 21.81%-6.1pp | 151.13%-135.4pp | 21.70%-6.0pp |
| Employer contribution / active EE | $0 | $1,776-100.0% | $5,011-100.0% | $2,722-100.0% |
| Participant deferral / active EE | $4,707 | $3,679+27.9% | $5,202-9.5% | $4,601+2.3% |
| Admin fee / account holder | $72 | $53+34.1% | $13,988-99.5% | $78-8.5% |