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 | $925,463 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $236,110 |
CHANEY CAPITAL MANAGEMENT2 years Service code 26 · EIN 91-1925976 | Advisory (Participants) | $7,161 |
CHARLES SCHWAB & CO., INC.5 years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $1,786 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $62,519 | $68,062-8.1% | $185,854-66.4% | $106,520-41.3% |
| Participation rate | 81.6% | 75.2%+6.4pp | 81.7%-0.1pp | 71.3%+10.3pp |
| Annual return | 16.74% | 18.20%-1.5pp | 122.12%-105.4pp | 19.28%-2.5pp |
| Employer contribution / active EE | $0 | $1,997-100.0% | $5,169-100.0% | $2,840-100.0% |
| Participant deferral / active EE | $5,473 | $3,990+37.1% | $5,569-1.7% | $4,948+10.6% |
| Admin fee / account holder | $77 | $53+45.2% | $16,246-99.5% | $75+2.8% |