Filed August 19, 2025 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,523,339 |
CURCIO WEBB1 year Filed as: CURCIO WEBB, L.L.C. Service code 28 · EIN 36-4171366 | Investment Management | $30,000 |
BKD, LLP7+ years Filed as: BKD LLP Service code 10 · EIN 44-0160260 | Accounting | $22,500 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $18,475 |
CAMMACK LARHETTE ADVISORS7+ years Service code 28 · EIN 13-3052851 | Investment Management | $18,292 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $237,066 | $141,493+67.5% | $75,728+213.1% | $106,520+122.6% |
| Participation rate | 94.2% | 65.2%+29.0pp | 74.8%+19.4pp | 71.3%+22.9pp |
| Annual return | 13.65% | 15.80%-2.2pp | 104.66%-91.0pp | 19.28%-5.6pp |
| Employer contribution / active EE | $6,709 | $4,166+61.0% | $2,743+144.5% | $2,840+136.2% |
| Participant deferral / active EE | $7,876 | $4,740+66.2% | $3,820+106.2% | $4,948+59.2% |
| Admin fee / account holder | $58 | $40+42.8% | $3,620-98.4% | $75-22.7% |