| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 41-2066924 | Investment Management | $1,239,000 |
Service code 28 · EIN 45-3056700 | Investment Management | $946,000 |
TORTOISE CAPITAL ADVISORS LLC5+ years Filed as: TORTOISE CAPITAL ADVISORS, L.L.C. Service code 28 · EIN 22-3875939 | Investment Management | $827,000 |
PIMCO FUNDS5+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $762,000 |
WILLIS TOWERS WATSON US LLC4 years Filed as: WILLIS TOWERS WATSON Service code 11 LOCKBOX 28852 · NEW YORK, NC 10087 | Actuarial | $679,000 |
THE BANK OF NEW YORK MELLON2 years Filed as: BNY MELLON Service code 15 · EIN 13-5160382 | Recordkeeping | $519,000 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 17 · EIN 30-0282430 | Pension Consulting | $499,000 |
WALTER SCOTT & PARTNERS LIMITED5+ years Service code 28 · EIN 98-0465834 | Investment Management | $429,000 |
Service code 28 · EIN 95-4861680 | Investment Management | $415,000 |
NISA INVESTMENT ADVISORS, LLC5+ years Filed as: NISA INVESTMENT ADVISORS LLC Service code 28 · EIN 48-1140940 | Investment Management | $364,000 |
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 | $69,208,052-100.0% | $428,620-100.0% | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 0.0%0pp |
| Annual return | 13.87% | 15.39%-1.5pp | 20.73%-6.9pp | 24.48%-10.6pp |
| Employer contribution / active EE | $5,232 | $7,237-27.7% | $36,503-85.7% | $9,418-44.5% |
| Participant deferral / active EE | $0 | $263-100.0% | $77-100.0% | $501-100.0% |
| Admin fee / account holder | $0 | $454,372-100.0% | $7,495-100.0% | $2,968,729-100.0% |