Filed October 10, 2025 (most recent of 10 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 04-2647786 | Investment Management | $409,882 |
Service code 28 6075 POPLAR AVE · MEMPHIS, TN 38119 | Investment Management | $305,607 |
MERCER4 years Service code 11 · EIN 13-2834414 | Actuarial | $292,534 |
GARCIA HAMILTON & ASSOCIATES3 years Service code 28 · EIN 76-0589652 | Investment Management | $216,957 |
THE BANK OF NEW YORK MELLON6+ years Filed as: BANK OF OKLAHOMA Service code 21 · EIN 72-0708382 | Bank Trustee | $185,881 |
EMERALD FUNDS4 years Filed as: EMERALD ADVISERS INC. Service code 28 P.O. BOX 10666 · LANCASTER, PA 17605 | Investment Management | $149,316 |
KPMG LLP6+ years Service code 10 · EIN 13-5565207 | Accounting | $118,250 |
VULCAN VALUE PARTNERS6+ years Service code 28 · EIN 39-2051712 | Investment Management | $92,928 |
Filed as: MONROE VOS SECURITIES GROUP, INC Service code 28 · EIN 76-0505838 | Investment Management | $49,300 |
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 | $444,552-100.0% | $227,282-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.4%-35.4pp | 3.7%-3.7pp |
| Annual return | 21.35% | 35.98%-14.6pp | 10.75%+10.6pp | 15.63%+5.7pp |
| Employer contribution / active EE | $13,149 | $8,396+56.6% | $35,170-62.6% | $11,476+14.6% |
| Participant deferral / active EE | $0 | $812-100.0% | $82-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $4,611-100.0% | $429-100.0% |