Filed May 12, 2026 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $84,096 |
AMERICAN FUNDS4 years Filed as: CAPITAL STRATEGIES INV GROUP Service code 27 · EIN 26-4789150 | Advisory (Plan) | $45,088 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,834 | $106,028+21.5% | $146,958-12.3% | $77,643+65.9% |
| Participation rate | 97.2% | 78.4%+18.8pp | 82.2%+15.0pp | 70.6%+26.6pp |
| Annual return | 13.26% | 56.73%-43.5pp | 418.34%-405.1pp | 31.24%-18.0pp |
| Employer contribution / active EE | $6,529 | $4,063+60.7% | $4,933+32.3% | $2,726+139.5% |
| Participant deferral / active EE | $6,952 | $7,990-13.0% | $8,070-13.9% | $4,647+49.6% |
| Admin fee / account holder | $136 | $337-59.8% | $12,998-99.0% | $430-68.5% |