Filed August 19, 2025 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TOWERS WATSON DELAWARE, INC Service code 28 · EIN 53-0181291 | Investment Management | $108,943 |
CAMMACK LARHETTE ADVISORS3+ years Service code 28 · EIN 20-4668732 | Investment Management | $82,630 |
BKD, LLP3+ years Filed as: BKD LLP Service code 10 · EIN 44-0160260 | Accounting | $22,525 |
TIAA2 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 | Recordkeeping | $20,501 |
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 | $185,752 | $111,945+65.9% | $63,018+194.8% | $80,976+129.4% |
| Participation rate | 93.2% | 65.1%+28.2pp | 74.8%+18.4pp | 68.3%+25.0pp |
| Annual return | 15.27% | 17.10%-1.8pp | 87.63%-72.4pp | 22.91%-7.6pp |
| Employer contribution / active EE | $4,998 | $4,590+8.9% | $2,761+81.0% | $2,402+108.0% |
| Participant deferral / active EE | $6,093 | $3,579+70.2% | $3,330+83.0% | $3,848+58.3% |
| Admin fee / account holder | $18 | $24-25.9% | $3,601-99.5% | $67-73.1% |