Filed May 12, 2026 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Direc... | $73,146 |
AMERICAN FUNDS1+ years Filed as: CAPITAL STRATEGIES INVESTMENT GROUP Service code 16 · EIN 26-4789150 | Consulting | $25,000 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $69,342 | $88,324-21.5% | $115,038-39.7% | $55,191+25.6% |
| Participation rate | 88.3% | 72.5%+15.8pp | 81.4%+7.0pp | 69.2%+19.2pp |
| Annual return | -0.03% | 6.30%-6.3pp | 26.14%-26.2pp | 10.78%-10.8pp |
| Employer contribution / active EE | $1,850 | $2,805-34.0% | $4,608-59.8% | $1,899-2.6% |
| Participant deferral / active EE | $3,385 | $5,042-32.9% | $6,026-43.8% | $3,046+11.1% |
| Admin fee / account holder | $165 | $105+56.3% | $8,175-98.0% | $91+81.4% |