Filed October 10, 2025 (most recent of 10 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
BUCK GLOBAL, LLC1+ years Filed as: BUCK CONSULTANTS, LLC Service code 11 · EIN 13-3954297 | Actuarial | $1,525,780 |
VULCAN VALUE PARTNERS1+ years Service code 28 · EIN 39-2051712 | Investment Management | $705,585 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF OKLAHOMA Service code 21 · EIN 72-0780382 | Bank Trustee | $181,662 |
GARCIA HAMILTON & ASSOCIATES1+ years Filed as: GARCIA HAMILTON & ASSOCIATES LP Service code 28 · EIN 76-0589652 | Investment Management | $161,321 |
WEDGEWOOD PARTNERS INC1+ years Service code 28 · EIN 43-1486106 | Investment Management | $90,099 |
KPMG LLP1+ years Service code 10 · EIN 13-5565207 | Accounting | $85,964 |
FRANKLIN TEMPLETON1+ years Filed as: CLEARBRIDGE INVESTMENTS LLC Service code 28 · EIN 01-0846058 | Investment Management | $64,212 |
Filed as: MONROE VOS SECURITIES GROUP, INC. Service code 33 · EIN 76-0505838 | Securities brokerage; Securities brok... | $50,376 |
EMERALD FUNDS1+ years Filed as: EMERALD ADVISERS INC Service code 28 P.O. BOX 10666 · LANCASTER, PA 17605 | Investment Management | $47,426 |
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 | $0 | $381,942,733-100.0% | $219,466-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.6%-44.6pp | 0.0%0pp |
| Annual return | -1.69% | 9.41%-11.1pp | 5.00%-6.7pp | 9.19%-10.9pp |
| Employer contribution / active EE | $4,488 | $8,353-46.3% | $35,918-87.5% | $12,608-64.4% |
| Participant deferral / active EE | $0 | $340-100.0% | $75-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,204-100.0% | $2,655,710-100.0% |