Filed August 19, 2025 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,346,685 |
CAMMACK LARHETTE ADVISORS6+ years Service code 28 · EIN 13-3052851 | Investment Management | $71,748 |
BKD, LLP6+ years Filed as: BKD LLP Service code 10 · EIN 44-0160260 | Accounting | $21,650 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,552 | $129,352+66.6% | $70,492+205.8% | $106,273+102.8% |
| Participation rate | 93.8% | 73.1%+20.8pp | 75.1%+18.8pp | 70.8%+23.0pp |
| Annual return | 12.89% | 13.88%-1.0pp | 109.16%-96.3pp | 21.70%-8.8pp |
| Employer contribution / active EE | $3,851 | $5,470-29.6% | $2,738+40.6% | $2,722+41.5% |
| Participant deferral / active EE | $7,294 | $4,597+58.7% | $3,711+96.6% | $4,601+58.5% |
| Admin fee / account holder | $53 | $37+43.9% | $3,848-98.6% | $78-32.6% |