Filed March 9, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, OH 80111 | Recordkeeping Fees | $60,398 |
Filed as: JOHN JONES DBA SCISSORTAIL .00 EXEC Service code 27 | Advisory (Plan) | $46,146 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENVILLE VILLAGE, CO 80111 | Investment Management | $27,990 |
TRISTAR PENSION LTD9+ years Filed as: TRISTAR PENSION,LTD Service code 13 9150 N MAY AVENUE · OKLAHOMA CITY, OK 73120 | Contract Administrator | $17,467 |
TRISTAR PENSION LTD5 years Filed as: TRISTAR PENSION, LTD. Service code 13 | Contract Administrator | $5,000 |
Filed as: CAMBRIDGE INVESTMENT .00 RESEARCH I Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,938 | $122,128-78.8% | $147,080-82.4% | $199,960-87.0% |
| Participation rate | 79.2% | 78.2%+1.1pp | 82.2%-3.0pp | 72.0%+7.2pp |
| Annual return | 21.90% | 30.58%-8.7pp | 420.17%-398.3pp | 34.28%-12.4pp |
| Employer contribution / active EE | $1,192 | $4,093-70.9% | $4,933-75.8% | $3,036-60.7% |
| Participant deferral / active EE | $4,545 | $8,484-46.4% | $8,066-43.7% | $5,087-10.7% |
| Admin fee / account holder | $80 | $180-55.2% | $12,989-99.4% | $269-70.1% |