Filed May 12, 2026 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
COHNREZNICK LLP1 year Service code 10 · EIN 22-1478099 | Accounting | $55,350 |
Service code 12 · EIN 13-3689044 | Claims processing; Direct payment fro... | $32,618 |
AMERICAN FUNDS4+ years Filed as: CAPITAL STRATEGIES INVESTMENT GROUP Service code 16 · EIN 26-4789150 | Consulting | $12,500 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $78,208 | $75,388+3.7% | $123,553-36.7% | $55,725+40.3% |
| Participation rate | 94.3% | 75.7%+18.7pp | 82.3%+12.0pp | 70.9%+23.5pp |
| Annual return | -4.28% | 4.48%-8.8pp | 119.21%-123.5pp | 244.93%-249.2pp |
| Employer contribution / active EE | $4,801 | $3,063+56.7% | $4,628+3.7% | $2,078+131.0% |
| Participant deferral / active EE | $4,596 | $5,651-18.7% | $6,426-28.5% | $3,356+37.0% |
| Admin fee / account holder | $147 | $120+22.6% | $9,284-98.4% | $115+27.5% |