Filed May 12, 2026 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $64,347 |
AMERICAN FUNDS8+ years Filed as: CAPITAL STRATEGIES INVESTMENT GROUP Service code 27 · EIN 26-4789150 | Advisory (Plan) | $34,375 |
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 | $111,257 | $82,163+35.4% | $125,381-11.3% | $64,819+71.6% |
| Participation rate | 98.8% | 77.9%+20.9pp | 82.4%+16.4pp | 71.5%+27.3pp |
| Annual return | -15.53% | 3.49%-19.0pp | 572.31%-587.8pp | 32.84%-48.4pp |
| Employer contribution / active EE | $7,904 | $3,616+118.6% | $4,815+64.1% | $2,507+215.3% |
| Participant deferral / active EE | $6,625 | $7,175-7.7% | $7,448-11.0% | $4,311+53.7% |
| Admin fee / account holder | $122 | $163-25.1% | $10,007-98.8% | $188-35.0% |