| Provider | Service type | Compensation |
|---|---|---|
Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $1,806,000 |
TORTOISE CAPITAL ADVISORS LLC2+ years Filed as: TORTOISE CAPITAL ADVISORS, L.L.C. Service code 28 · EIN 22-3875939 | Investment Management | $911,000 |
Service code 28 · EIN 45-3056700 | Investment Management | $793,000 |
PIMCO FUNDS2+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $756,000 |
THE BANK OF NEW YORK MELLON2+ years Service code 15 · EIN 13-5160382 | Recordkeeping | $667,000 |
SUMMIT FINANCIAL CORPORATION2+ years Filed as: SUMMIT STRATEGIES INC. Service code 17 · EIN 43-1708520 | Pension Consulting | $621,000 |
BLACKSTONE2+ years Filed as: GSO CAPITAL PARTNERS Service code 28 · EIN 01-0899018 | Investment Management | $534,000 |
COLUMBIA CAPITAL, LP2+ years Service code 28 · EIN 54-1904469 | Investment Management | $503,000 |
WALTER SCOTT & PARTNERS LIMITED2+ years Service code 28 · EIN 98-0465834 | Investment Management | $421,000 |
ASIA ALTERNATIVES MANAGEMENT LLC2+ years Service code 28 · EIN 20-4391329 | 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 | $40,289-100.0% | $219,466-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.6%-44.6pp | 4.2%-4.2pp |
| Annual return | 5.56% | 5.72%-0.2pp | 5.00%+0.6pp | 10.64%-5.1pp |
| Employer contribution / active EE | $3,999 | $7,055-43.3% | $35,918-88.9% | $11,561-65.4% |
| Participant deferral / active EE | $0 | $269-100.0% | $75-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $13,204-100.0% | $312-100.0% |