Filed October 21, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
KPMG LLP3+ years Service code 10 · EIN 13-5565207 | Accounting | $70,720 |
CAMMACK LARHETTE ADVISORS3+ years Service code 28 · EIN 20-4668732 | Investment Management | $63,191 |
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $6,819 |
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 | $85,063 | $109,303-22.2% | $69,480+22.4% | $82,204+3.5% |
| Participation rate | 93.5% | 74.9%+18.7pp | 74.6%+18.9pp | 73.4%+20.1pp |
| Annual return | 15.57% | 20.08%-4.5pp | 28.99%-13.4pp | 26.31%-10.7pp |
| Employer contribution / active EE | $5,068 | $5,149-1.6% | $2,780+82.3% | $2,707+87.2% |
| Participant deferral / active EE | $0 | $4,210-100.0% | $3,537-100.0% | $4,246-100.0% |
| Admin fee / account holder | $18 | $29-39.8% | $3,840-99.5% | $76-76.7% |