Filed October 10, 2025 (most recent of 10 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
CONDUENT HR CONSULTING, LLC2 years Filed as: CONDUENT HR CONSULTING LLC Service code 11 · EIN 13-3954297 | Actuarial | $526,345 |
Service code 28 6075 POPLAR AVE · MEMPHIS, TN 38119 | Investment Management | $408,083 |
VULCAN VALUE PARTNERS3+ years Service code 28 · EIN 39-2051712 | Investment Management | $388,300 |
Filed as: GARCIA HAMILITON & ASSOCIATES Service code 28 · EIN 76-0589652 | Investment Management | $238,357 |
EMERALD FUNDS1 year Filed as: EMERALD ADVISERS INC. Service code 28 P.O. BOX 10666 · LANCASTER, PA 17605 | Investment Management | $138,746 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF OKLAHOMA Service code 21 · EIN 72-0780382 | Bank Trustee | $117,291 |
HARBERT CREDIT SOLUTIONS1 year Service code 28 · EIN 37-1844793 | Investment Management | $85,462 |
KPMG LLP3+ years Service code 10 · EIN 13-5565207 | Accounting | $47,016 |
Service code 28 · EIN 04-2647786 | Investment Management | $45,167 |
MERCER1 year Service code 11 · EIN 13-2834414 | Actuarial | $28,265 |
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 | $58,400,878-100.0% | $436,953-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 0.0%0pp |
| Annual return | 1.53% | 9.64%-8.1pp | -102.04%+103.6pp | 33.37%-31.8pp |
| Employer contribution / active EE | $4,968 | $8,034-38.2% | $36,232-86.3% | $11,253-55.9% |
| Participant deferral / active EE | $0 | $572-100.0% | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $292,663-100.0% | $12,721-100.0% | $99,113-100.0% |