Filed August 19, 2025 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
CAMMACK LARHETTE ADVISORS2+ years Service code 28 · EIN 20-4668732 | Investment Management | $66,960 |
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 | Recordkeeping | $27,810 |
BKD, LLP2+ years Filed as: BKD LLP Service code 10 · EIN 44-0160260 | Accounting | $19,300 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $181,040 | $89,117+103.1% | $57,196+216.5% | $329,111-45.0% |
| Participation rate | 78.4% | 67.2%+11.1pp | 75.3%+3.0pp | 67.9%+10.5pp |
| Annual return | 8.08% | 7.87%+0.2pp | 14.59%-6.5pp | 16.35%-8.3pp |
| Employer contribution / active EE | $4,731 | $4,034+17.3% | $2,683+76.3% | $2,303+105.4% |
| Participant deferral / active EE | $5,590 | $3,328+68.0% | $3,096+80.5% | $3,682+51.8% |
| Admin fee / account holder | $18 | $21-16.3% | $3,141-99.4% | $754-97.6% |