| Provider | Service type | Compensation |
|---|---|---|
TORTOISE CAPITAL ADVISORS LLC3+ years Filed as: TORTOISE CAPITAL ADVISORS, L.L.C. Service code 28 · EIN 22-3875939 | Investment Management | $1,090,000 |
Service code 28 · EIN 41-2066924 | Investment Management | $1,063,000 |
Service code 28 · EIN 45-3056700 | Investment Management | $927,000 |
THE BANK OF NEW YORK MELLON3+ years Service code 15 · EIN 13-5160382 | Recordkeeping | $738,000 |
PIMCO FUNDS3+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $724,000 |
SUMMIT FINANCIAL CORPORATION3+ years Filed as: SUMMIT STRATEGIES INC. Service code 17 · EIN 43-1708520 | Pension Consulting | $624,000 |
Filed as: TOWERS WATSON DELAWARE, INC. Service code 11 · EIN 53-0181291 | Actuarial | $584,000 |
FISHER INVESTMENTS3+ years Service code 28 · EIN 20-2480800 | Investment Management | $487,000 |
WALTER SCOTT & PARTNERS LIMITED3+ years Service code 28 · EIN 98-0465834 | Investment Management | $447,000 |
COLUMBIA CAPITAL, LP3+ years Service code 28 · EIN 54-1904469 | Investment Management | $400,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $14,491,905-100.0% | $198,173-100.0% | $14,491,905-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 5.3%-5.3pp |
| Annual return | 12.49% | 14.29%-1.8pp | 10.16%+2.3pp | 1057.21%-1044.7pp |
| Employer contribution / active EE | $3,710 | $6,552-43.4% | $33,192-88.8% | $14,374-74.2% |
| Participant deferral / active EE | $0 | $216-100.0% | $66-100.0% | $351-100.0% |
| Admin fee / account holder | $0 | $81,210-100.0% | $7,531-100.0% | $81,210-100.0% |