Filed October 10, 2025 (most recent of 10 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 04-2647786 | Investment Management | $485,776 |
Service code 28 6075 POPLAR AVE · MEMPHIS, TN 38119 | Investment Management | $391,154 |
VULCAN VALUE PARTNERS4+ years Service code 28 · EIN 39-2051712 | Investment Management | $362,929 |
Service code 28 · EIN 76-0589652 | Investment Management | $229,343 |
EMERALD FUNDS2 years Filed as: EMERALD ADVISERS INC. Service code 28 P.O. BOX BOX 10666 · LANCASTER, PA 17605 | Investment Management | $139,824 |
THE BANK OF NEW YORK MELLON4+ years Filed as: BANK OF OKLAHOMA Service code 21 · EIN 72-0780382 | Bank Trustee | $120,779 |
Service code 28 · EIN 81-2829807 | Investment Management | $117,871 |
MERCER2 years Service code 11 · EIN 13-2834414 | Actuarial | $104,311 |
HARBERT CREDIT SOLUTIONS2 years Service code 28 · EIN 37-1844793 | Investment Management | $99,727 |
KPMG LLP4+ years Service code 10 · EIN 13-5565207 | Accounting | $86,774 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $341,093,897-100.0% | $428,620-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 0.0%0pp |
| Annual return | 1.32% | 34.64%-33.3pp | 20.73%-19.4pp | 21.83%-20.5pp |
| Employer contribution / active EE | $7,674 | $7,654+0.3% | $36,503-79.0% | $12,237-37.3% |
| Participant deferral / active EE | $0 | $693-100.0% | $77-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $7,495-100.0% | $1,551,325-100.0% |