Filed October 21, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
KPMG LLP1 year Service code 10 · EIN 13-5565207 | Accounting | $37,000 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $27,752 |
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $11,924 |
Filed as: FIDELITY INV INST OPERATIONS CO. Service code 50 · EIN 04-2647786 | Direct Payment | $11,241 |
Filed as: CAMMACK RETIREMENT GROUP, INC. Service code 28 · EIN 46-4084533 | Investment Management | $6,224 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,718 | $120,057+11.4% | $75,728+76.6% | $93,010+43.8% |
| Participation rate | 90.1% | 77.3%+12.8pp | 74.8%+15.3pp | 73.9%+16.2pp |
| Annual return | 13.51% | 19.62%-6.1pp | 104.66%-91.2pp | 158.70%-145.2pp |
| Employer contribution / active EE | $0 | $3,253-100.0% | $2,743-100.0% | $2,705-100.0% |
| Participant deferral / active EE | $7,540 | $4,089+84.4% | $3,820+97.4% | $4,561+65.3% |
| Admin fee / account holder | $12 | $81-84.9% | $3,620-99.7% | $152-91.9% |