| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON DELAWARE, INC. Service code 11 · EIN 53-0181291 | Actuarial | $1,481,000 |
TORTOISE CAPITAL ADVISORS LLC4+ years Filed as: TORTOISE CAPITAL ADVISORS, L.L.C. Service code 28 · EIN 22-3875939 | Investment Management | $984,000 |
Service code 28 · EIN 45-3056700 | Investment Management | $971,000 |
PIMCO FUNDS4+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $770,000 |
Service code 28 · EIN 41-2066924 | Investment Management | $762,000 |
Filed as: BNY MELLON Service code 15 · EIN 13-5160382 | Recordkeeping | $696,000 |
SUMMIT FINANCIAL CORPORATION4+ years Filed as: SUMMIT STRATEGIES INC. Service code 17 · EIN 43-1708520 | Pension Consulting | $636,000 |
WALTER SCOTT & PARTNERS LIMITED4+ years Service code 28 · EIN 98-0465834 | Investment Management | $454,000 |
FISHER INVESTMENTS4+ years Service code 28 · EIN 20-2480800 | Investment Management | $411,000 |
COLUMBIA CAPITAL, LP4+ 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 | $7,764,297-100.0% | $436,953-100.0% | $7,764,297-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 0.0%0pp |
| Annual return | -7.17% | -0.93%-6.2pp | -102.04%+94.9pp | -1.95%-5.2pp |
| Employer contribution / active EE | $3,991 | $6,242-36.1% | $36,232-89.0% | $9,243-56.8% |
| Participant deferral / active EE | $0 | $325-100.0% | $47-100.0% | $425-100.0% |
| Admin fee / account holder | $0 | $62,356-100.0% | $12,721-100.0% | $62,356-100.0% |