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 | $142,322 |
AMERICAN FUNDS3+ years Filed as: CAPITAL STRATEGIES INVESTMENT GROUP Service code 16 · EIN 26-4789150 | Consulting | $58,750 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $44,091-100.0% | $308,850-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 48.5%-48.5pp | 4.5%-4.5pp |
| Annual return | 11.98% | 10.58%+1.4pp | 14.41%-2.4pp | 13.95%-2.0pp |
| Employer contribution / active EE | $32,335 | $37,352-13.4% | $45,283-28.6% | $16,598+94.8% |
| Participant deferral / active EE | $0 | $115-100.0% | $125-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $9,941-100.0% | $612-100.0% |