Filed May 12, 2026 (most recent of 3 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Account maintenance fees; Product ter... | $119,474 |
AMERICAN FUNDS5+ years Filed as: CAPITAL STRATEGIES INVESTMENT GROUP Service code 27 · EIN 26-4789150 | Advisory (Plan) | $31,250 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $28,042 |
COHNREZNICK LLP2 years Service code 10 · EIN 22-1478099 | Accounting | $19,200 |
Filed as: NATIIONAL FINANCIAL SERVICES Service code 33 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $97,461 | $88,122+10.6% | $141,191-31.0% | $67,579+44.2% |
| Participation rate | 98.8% | 76.5%+22.3pp | 82.5%+16.3pp | 71.3%+27.5pp |
| Annual return | 26.86% | 75.40%-48.5pp | 71.41%-44.5pp | 378.56%-351.7pp |
| Employer contribution / active EE | $6,095 | $3,224+89.0% | $4,736+28.7% | $2,148+183.8% |
| Participant deferral / active EE | $5,156 | $5,958-13.5% | $6,710-23.2% | $3,539+45.7% |
| Admin fee / account holder | $274 | $131+109.6% | $10,264-97.3% | $142+92.8% |