| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS1+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $846,000 |
Service code 28 · EIN 45-3056700 | Investment Management | $804,000 |
THE BANK OF NEW YORK MELLON1+ years Service code 15 · EIN 13-5160382 | Recordkeeping | $685,000 |
COLUMBIA CAPITAL, LP1+ years Service code 28 · EIN 54-1904469 | Investment Management | $667,000 |
PAINE SCHWARTZ PARTNERS, LLC1+ years Filed as: PAINE & PARTNERS, LLC Service code 28 · EIN 20-4568109 | Investment Management | $647,000 |
SUMMIT FINANCIAL CORPORATION1+ years Filed as: SUMMIT STRATEGIES INC. Service code 17 · EIN 43-1708520 | Pension Consulting | $641,000 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $591,000 |
TORTOISE CAPITAL ADVISORS LLC1+ years Filed as: TORTOISE CAPITAL ADVISORS, L.L.C. Service code 28 · EIN 22-3875939 | Investment Management | $535,000 |
FISHER INVESTMENTS1+ years Service code 28 · EIN 94-3029777 | Investment Management | $397,000 |
WALTER SCOTT & PARTNERS LIMITED1+ years Service code 28 · EIN 98-0465834 | Investment Management | $390,000 |
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 | $47,522-100.0% | $219,333-100.0% | $47,522-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 9.2%-9.2pp |
| Annual return | 3.72% | -1.20%+4.9pp | -2.01%+5.7pp | -0.08%+3.8pp |
| Employer contribution / active EE | $3,933 | $5,696-31.0% | $34,453-88.6% | $7,991-50.8% |
| Participant deferral / active EE | $0 | $79-100.0% | $34-100.0% | $325-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $5,362-100.0% | $275-100.0% |