Filed October 21, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $66,100 |
KPMG LLP5+ years Service code 10 · EIN 13-5565207 | Accounting | $37,000 |
Service code 28 · EIN 26-0058143 | Investment Management | $21,393 |
CAMMACK LARHETTE ADVISORS5+ years Service code 28 · EIN 13-3052851 | Investment Management | $5,298 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $105,238 | $120,057-12.3% | $75,728+39.0% | $93,010+13.1% |
| Participation rate | 87.9% | 77.3%+10.6pp | 74.8%+13.1pp | 73.9%+14.0pp |
| Annual return | 11.49% | 19.62%-8.1pp | 104.66%-93.2pp | 158.70%-147.2pp |
| Employer contribution / active EE | $113 | $3,253-96.5% | $2,743-95.9% | $2,705-95.8% |
| Participant deferral / active EE | $0 | $4,089-100.0% | $3,820-100.0% | $4,561-100.0% |
| Admin fee / account holder | $18 | $81-78.3% | $3,620-99.5% | $152-88.3% |