Filed October 10, 2025 (most recent of 10 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
VULCAN VALUE PARTNERS2+ years Service code 28 · EIN 39-2051712 | Investment Management | $623,587 |
BUCK GLOBAL, LLC2+ years Filed as: BUCK CONSULTANTS, LLC Service code 11 · EIN 13-3954297 | Actuarial | $534,496 |
GARCIA HAMILTON & ASSOCIATES2+ years Filed as: GARCIA HAMILTON & ASSOCIATES LP Service code 28 · EIN 76-0589652 | Investment Management | $313,104 |
EMERALD FUNDS2+ years Filed as: EMERALD ADVISERS INC Service code 28 P.O. BOX 10666 · LANCASTER, PA 17605 | Investment Management | $159,625 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF OKLAHOMA Service code 21 · EIN 72-0780382 | Bank Trustee | $137,747 |
Filed as: CONDUENT HR CONSULTING LLC Service code 11 · EIN 13-3954297 | Actuarial | $131,664 |
KPMG LLP2+ years Service code 10 · EIN 13-5565207 | Accounting | $79,655 |
Filed as: MONROE VOS SECURITIES GROUP, INC. Service code 33 · EIN 76-0505838 | Securities brokerage commissions and ... | $50,533 |
MCAFEE & TAFT1 year Service code 28 211 N. ROBINSON · OKLAHOMA CITY, OK 731027103 | Investment Management | $15,276 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $0 | $198,173-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 0.0%0pp |
| Annual return | 11.69% | 26.60%-14.9pp | 10.16%+1.5pp | 17.84%-6.1pp |
| Employer contribution / active EE | $1,413 | $7,232-80.5% | $33,192-95.7% | $14,688-90.4% |
| Participant deferral / active EE | $0 | $539-100.0% | $66-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $7,531-100.0% | - |