Filed October 10, 2025 (most recent of 10 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 04-2647786 | Investment Management | $610,424 |
Service code 28 6075 POPLAR AVE · MEMPHIS, TN 38119 | Investment Management | $464,081 |
PIMCO FUNDS1 year Filed as: PIMCO Service code 28 · EIN 95-2632339 | Investment Management | $265,974 |
MERCER5 years Service code 11 · EIN 76-0505838 | Actuarial | $181,233 |
EMERALD FUNDS5 years Filed as: EMERALD ADVISERS INC. Service code 28 P.O. BOX 10666 · LANCASTER, PA 17605 | Investment Management | $124,162 |
Filed as: MONROE VOS CONSULTING, INC Service code 27 · EIN 76-0505838 | Advisory (Plan) | $49,941 |
KPMG LLP7+ years Service code 10 · EIN 13-5565207 | Accounting | $45,760 |
THE BANK OF NEW YORK MELLON7+ years Filed as: BANK OF OKLAHOMA Service code 21 · EIN 72-0708382 | Bank Trustee | $21,540 |
GARCIA HAMILTON & ASSOCIATES4 years Service code 28 · EIN 76-0589652 | Investment Management | $18,041 |
Service code 11 2621 SE 15TH ST · OKLAHOMA CITY, OK 73129 | Actuarial | $5,863 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,456,633-100.0% | $267,477-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.5%-35.5pp | 1.5%-1.5pp |
| Annual return | -13.83% | -2.41%-11.4pp | -38.86%+25.0pp | 23.41%-37.2pp |
| Employer contribution / active EE | $13,577 | $7,691+76.5% | $37,756-64.0% | $12,650+7.3% |
| Participant deferral / active EE | $0 | $969-100.0% | $16-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $16,942-100.0% | $14,884-100.0% |