| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 45-3056700 | Investment Management | $1,411,000 |
WILLIS TOWERS WATSON US LLC6 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $1,019,000 |
PIMCO FUNDS7+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $768,000 |
Service code 28 · EIN 41-2066924 | Investment Management | $709,000 |
WALTER SCOTT & PARTNERS LIMITED7+ years Service code 28 · EIN 98-0465834 | Investment Management | $704,000 |
Service code 28 · EIN 95-4861680 | Investment Management | $684,000 |
Service code 51 · EIN 20-2830751 | Investment Mgmt Fees | $637,000 |
THE BANK OF NEW YORK MELLON4 years Filed as: BNY MELLON Service code 15 · EIN 13-5160382 | Recordkeeping | $619,000 |
MERCER3 years Filed as: MERCER INVESTMENTS LLC Service code 17 · EIN 30-0282430 | Pension Consulting | $554,000 |
TYGH CAPITAL MANAGEMENT7+ years Filed as: TYGH CAPITAL MANAGEMENT, L.P. Service code 28 · EIN 41-2139219 | Investment Management | $532,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $227,282-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 35.4%-35.4pp | 0.0%0pp |
| Annual return | 9.43% | 13.51%-4.1pp | 10.75%-1.3pp | 13.51%-4.1pp |
| Employer contribution / active EE | $5,690 | $8,170-30.4% | $35,170-83.8% | $8,170-30.4% |
| Participant deferral / active EE | $0 | $488-100.0% | $82-100.0% | $488-100.0% |
| Admin fee / account holder | $0 | $0 | $4,611-100.0% | - |