Filed October 10, 2025 (most recent of 10 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS3 years Filed as: PIMCO Service code 28 · EIN 95-2632339 | Investment Management | $582,467 |
Service code 28 · EIN 04-2647786 | Investment Management | $491,738 |
MERCER7 years Service code 11 · EIN 76-0505838 | Actuarial | $159,000 |
Service code 28 6075 POPLAR AVE · MEMPHIS, TN 38119 | Investment Management | $144,432 |
THE BANK OF NEW YORK MELLON9+ years Filed as: BANK OF OKLAHOMA Service code 21 · EIN 72-0708382 | Bank Trustee | $112,049 |
KPMG LLP9+ years Service code 10 · EIN 13-5565207 | Accounting | $98,296 |
EMERALD FUNDS7 years Filed as: EMERALD ADVISERS INC. Service code 28 P.O. BOX 10666 · LANCASTER, PA 17605 | Investment Management | $93,417 |
Filed as: MONROE VOS CONSULTING, INC Service code 27 · EIN 76-0505838 | Advisory (Plan) | $42,101 |
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 | $0 | $329,695-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.4%-43.4pp | 0.0%0pp |
| Annual return | 5.47% | 5.48%0pp | 9.82%-4.3pp | 9.30%-3.8pp |
| Employer contribution / active EE | $21,018 | $9,127+130.3% | $30,322-30.7% | $12,551+67.5% |
| Participant deferral / active EE | $0 | $999-100.0% | $66-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $53,840-100.0% | - |