Filed August 19, 2025 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $1,050,462 |
CAMMACK LARHETTE ADVISORS4+ years Service code 28 · EIN 20-4668732 | Investment Management | $83,969 |
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON DELAWARE, INC Service code 28 · EIN 53-0181291 | Investment Management | $40,737 |
BKD, LLP4+ years Filed as: BKD LLP Service code 10 · EIN 44-0160260 | Accounting | $20,500 |
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 | $167,416 | $97,136+72.4% | $59,899+179.5% | $73,367+128.2% |
| Participation rate | 91.5% | 65.8%+25.8pp | 74.7%+16.9pp | 69.5%+22.1pp |
| Annual return | -2.51% | -2.56%0pp | 3.46%-6.0pp | 173.45%-176.0pp |
| Employer contribution / active EE | $5,143 | $4,492+14.5% | $2,723+88.9% | $2,499+105.8% |
| Participant deferral / active EE | $6,558 | $4,036+62.5% | $3,403+92.7% | $4,033+62.6% |
| Admin fee / account holder | $53 | $31+73.4% | $3,592-98.5% | $68-22.3% |