Filed October 10, 2025 (most recent of 10 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 04-2647786 | Investment Management | $587,108 |
PIMCO FUNDS2 years Filed as: PIMCO Service code 28 · EIN 95-2632339 | Investment Management | $281,701 |
Service code 28 6075 POPLAR AVE · MEMPHIS, TN 38119 | Investment Management | $201,385 |
KPMG LLP8+ years Service code 10 · EIN 13-5565207 | Accounting | $177,507 |
MERCER6 years Service code 11 · EIN 76-0505838 | Actuarial | $122,596 |
THE BANK OF NEW YORK MELLON8+ years Filed as: BANK OF OKLAHOMA Service code 21 · EIN 72-0708382 | Bank Trustee | $106,987 |
EMERALD FUNDS6 years Filed as: EMERALD ADVISERS INC. Service code 28 P.O. BOX 10666 · LANCASTER, PA 17605 | Investment Management | $89,694 |
Filed as: MONROE VOS CONSULTING, INC Service code 27 · EIN 76-0505838 | Advisory (Plan) | $51,911 |
PRESORT FIRST CLASS, INC.2 years Service code 11 2621 SE 15TH ST · OKLAHOMA CITY, OK 73129 | Actuarial | $6,510 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $13,363-100.0% | $247,553-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 11.1%-11.1pp | 50.4%-50.4pp | 2.2%-2.2pp |
| Annual return | 3.66% | 9.71%-6.0pp | 32.33%-28.7pp | 9.11%-5.4pp |
| Employer contribution / active EE | $34,498 | $7,317+371.5% | $33,964+1.6% | $12,231+182.0% |
| Participant deferral / active EE | $0 | $946-100.0% | $43-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $10,141-100.0% | $125-100.0% |