Filed January 23, 2026 (most recent of 8 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
BKD, LLP2 years Filed as: BKD Service code 27 · EIN 11-1000111 190 E CAPITOL ST STE 500 · JACKSON, MS 39201 | Advisory (Plan) | $11,960 |
MORNINGSTAR6+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $10,598 |
Service code 27 | Advisory (Plan) | $10,598 |
Filed as: VOYA RETIREMENT AND ANNUITY Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
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 | $99,684 | $136,307-26.9% | $177,848-44.0% | $73,497+35.6% |
| Participation rate | 89.8% | 86.1%+3.7pp | 87.7%+2.1pp | 70.7%+19.1pp |
| Annual return | 16.80% | 18.68%-1.9pp | 48.33%-31.5pp | 28.51%-11.7pp |
| Employer contribution / active EE | $1,910 | $3,712-48.5% | $5,919-67.7% | $2,270-15.9% |
| Participant deferral / active EE | $3,296 | $5,829-43.5% | $7,714-57.3% | $3,740-11.9% |
| Admin fee / account holder | $52 | $596-91.2% | $12,431-99.6% | $513-89.8% |