Filed March 9, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
SAGEPOINT FINANCIAL INC1+ years Filed as: FSC SECURITIES CORPORATION Service code 55 | Other Commissions | $21,469 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO. Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, OH 80111 | Recordkeeping Fees | $10,303 |
Filed as: EMPOWER RETIREMENT ADVISORY SVC. Service code 28 8515 EAST ORCHARD ROAD · GREENVILLE VILLAGE, CO 80111 | Investment Management | $4,127 |
TRISTAR PENSION LTD1+ years Filed as: TRISTAR PENSION LTD. Service code 13 | Contract Administrator | $2,726 |
TRISTAR PENSION LTD1+ years Filed as: TRISTAR PENSION,LTD Service code 13 9150 N MAY AVENUE · OKLAHOMA CITY, OK 73120 | Contract Administrator | $2,050 |
SAGEPOINT FINANCIAL INC1+ years Filed as: FSC SECURITIES Service code 55 2300 WINDY RIDGE PKWY · ATLANTA, GA 30339 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $31,410 | $80,177-60.8% | $123,894-74.6% | $57,658-45.5% |
| Participation rate | 57.1% | 74.4%-17.3pp | 81.4%-24.3pp | 70.2%-13.1pp |
| Annual return | 14.58% | 17.90%-3.3pp | 47.52%-32.9pp | 5.13%+9.4pp |
| Employer contribution / active EE | $1,129 | $2,913-61.3% | $4,617-75.6% | $1,974-42.8% |
| Participant deferral / active EE | $3,842 | $5,130-25.1% | $5,984-35.8% | $3,061+25.5% |
| Admin fee / account holder | $43 | $106-59.4% | $8,357-99.5% | $95-54.4% |