Filed August 19, 2025 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,383,114 |
CAMMACK LARHETTE ADVISORS5+ years Service code 28 · EIN 20-4668732 | Investment Management | $69,658 |
WILLIS TOWERS WATSON US LLC3 years Filed as: TOWERS WATSON DELAWARE, INC Service code 28 · EIN 53-0181291 | Investment Management | $26,500 |
BKD, LLP5+ years Filed as: BKD LLP Service code 10 · EIN 44-0160260 | Accounting | $21,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $198,714 | $121,004+64.2% | $69,480+186.0% | $89,609+121.8% |
| Participation rate | 91.4% | 66.9%+24.4pp | 74.6%+16.8pp | 69.6%+21.8pp |
| Annual return | 18.68% | 20.21%-1.5pp | 28.99%-10.3pp | 33.65%-15.0pp |
| Employer contribution / active EE | $5,239 | $5,335-1.8% | $2,780+88.5% | $2,584+102.7% |
| Participant deferral / active EE | $6,795 | $4,335+56.7% | $3,537+92.1% | $4,222+60.9% |
| Admin fee / account holder | $56 | $32+77.3% | $3,840-98.5% | $72-21.1% |