Filed May 12, 2026 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $68,123 |
AMERICAN FUNDS9+ years Filed as: CAPITAL STRATEGIES INVESTMENT GROUP Service code 27 · EIN 26-4789150 | Advisory (Plan) | $21,888 |
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 | $126,727 | $95,417+32.8% | $135,974-6.8% | $74,460+70.2% |
| Participation rate | 99.0% | 78.2%+20.8pp | 81.9%+17.1pp | 70.7%+28.3pp |
| Annual return | 17.02% | 32.76%-15.7pp | 68.30%-51.3pp | 34.38%-17.4pp |
| Employer contribution / active EE | $6,512 | $3,878+67.9% | $4,859+34.0% | $2,638+146.8% |
| Participant deferral / active EE | $6,921 | $7,789-11.2% | $7,760-10.8% | $4,530+52.8% |
| Admin fee / account holder | $120 | $266-55.0% | $10,767-98.9% | $348-65.5% |