Filed October 21, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $285,800 |
Service code 28 · EIN 26-0058143 | Investment Management | $28,651 |
FORVIS, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $13,650 |
CAMMACK LARHETTE ADVISORS2 years Filed as: CAMMACK RETIREMENT GROUP, INC. Service code 28 · EIN 46-4084533 | Investment Management | $9,498 |
Filed as: FIDELITY INV INST OPERATIONS CO. Service code 50 · EIN 04-2647786 | Direct Payment | $5,450 |
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 | $111,164 | $98,780+12.5% | $60,919+82.5% | $77,906+42.7% |
| Participation rate | 86.3% | 76.7%+9.6pp | 73.1%+13.2pp | 73.7%+12.6pp |
| Annual return | -12.25% | -11.56%-0.7pp | 16.98%-29.2pp | 12.16%-24.4pp |
| Employer contribution / active EE | $0 | $3,605-100.0% | $2,704-100.0% | $2,846-100.0% |
| Participant deferral / active EE | $9,373 | $4,200+123.1% | $3,814+145.7% | $4,805+95.1% |
| Admin fee / account holder | $45 | $89-48.9% | $3,226-98.6% | $133-65.8% |