Filed October 10, 2025 (most recent of 10 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS4 years Filed as: PIMCO Service code 28 · EIN 95-2632339 | Investment Management | $476,843 |
Service code 28 6075 POPLAR AVE · MEMPHIS, TN 38119 | Investment Management | $370,507 |
Service code 28 · EIN 04-2647786 | Investment Management | $281,139 |
KPMG LLP10+ years Service code 10 · EIN 13-5565207 | Accounting | $146,442 |
THE BANK OF NEW YORK MELLON10+ years Filed as: BANK OF OKLAHOMA Service code 21 · EIN 73-0780382 | Bank Trustee | $79,294 |
MERCER8 years Service code 11 · EIN 76-0505838 | Actuarial | $78,206 |
Filed as: MONROE VOS CONSULTING, INC Service code 27 · EIN 76-0505838 | Advisory (Plan) | $44,399 |
EMERALD FUNDS8 years Filed as: EMERALD ADVISERS INC. Service code 28 P.O. BOX 10666 · LANCASTER, PA 17605 | Investment Management | $35,567 |
Filed as: CAPTRUST FINANCIAL ADVISORS Service code 28 · EIN 26-0058143 | Investment Management | $28,937 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $256,363-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 34.2%-34.2pp | 0.0%0pp |
| Annual return | 5.83% | 10.20%-4.4pp | 5.46%+0.4pp | 10.20%-4.4pp |
| Employer contribution / active EE | $38,471 | $15,145+154.0% | $28,604+34.5% | $15,145+154.0% |
| Participant deferral / active EE | $0 | $2,028-100.0% | $20-100.0% | $2,028-100.0% |
| Admin fee / account holder | $0 | $0 | $6,551-100.0% | - |