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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,834 | $106,247+21.3% | $147,096-12.4% | $77,714+65.8% |
| Participation rate | 97.2% | 78.4%+18.8pp | 82.2%+15.0pp | 70.6%+26.6pp |
| Annual return | 13.26% | 56.87%-43.6pp | 419.75%-406.5pp | 31.26%-18.0pp |
| Employer contribution / active EE | $6,529 | $4,069+60.4% | $4,936+32.3% | $2,727+139.4% |
| Participant deferral / active EE | $6,952 | $7,996-13.1% | $8,071-13.9% | $4,649+49.5% |
| Admin fee / account holder | $136 | $338-59.9% | $13,005-99.0% | $433-68.7% |