Filed August 19, 2025 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
CAMMACK LARHETTE ADVISORS1+ years Service code 27 · EIN 20-4668732 | Advisory (Plan) | $66,960 |
TIAA1+ years Filed as: TIAA-TEACHERS INS & ANNUITY ASSOC Service code 15 · EIN 13-1624203 | Recordkeeping | $31,813 |
BKD, LLP1+ years Filed as: BKD LLP Service code 10 · EIN 44-0160260 | Accounting | $18,750 |
Service code 49 · EIN 43-0653611 | Other Services | $6,118 |
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 | $157,682 | $81,689+93.0% | $57,357+174.9% | $69,651+126.4% |
| Participation rate | 96.0% | 66.0%+30.1pp | 75.1%+20.9pp | 66.6%+29.4pp |
| Annual return | 2.11% | 821.18%-819.1pp | 24.41%-22.3pp | 53.77%-51.7pp |
| Employer contribution / active EE | $4,704 | $3,891+20.9% | $2,689+74.9% | $2,241+109.9% |
| Participant deferral / active EE | $5,452 | $3,019+80.6% | $3,162+72.4% | $3,635+50.0% |
| Admin fee / account holder | $15 | $27-43.7% | $3,357-99.5% | $63-75.7% |