Filed May 12, 2026 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 13-3689044 | Actuarial | $82,713 |
AMERICAN FUNDS5+ years Filed as: CAPITAL STRATEGIES INVESTMENT GROUP Service code 16 · EIN 26-4789150 | Consulting | $30,625 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
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 | $0 | $468,231-100.0% | $467,873-100.0% | $483,246-100.0% |
| Participation rate | 0.0% | 97.8%-97.8pp | 97.8%-97.8pp | 93.7%-93.7pp |
| Annual return | 3.22% | 34.80%-31.6pp | 34.76%-31.5pp | 24.97%-21.7pp |
| Employer contribution / active EE | $0 | $30,904-100.0% | $32,713-100.0% | $28,334-100.0% |
| Participant deferral / active EE | $0 | $11,835-100.0% | $11,835-100.0% | $7,967-100.0% |
| Admin fee / account holder | $0 | $18,118-100.0% | $18,118-100.0% | $20,852-100.0% |