Filed July 10, 2019
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| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Filed as: MERCER (US) INC Service code 11 · EIN 13-2834414 | Actuarial | $710,188 |
FAYEZ SAROFIM & CO1+ years Service code 28 · EIN 74-1312679 | Investment Management | $105,170 |
THE BANK OF NEW YORK MELLON1+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $54,699 |
Filed as: HOISINGTON INVESTMENT Service code 28 · EIN 74-2126765 | Investment Management | $23,041 |
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: NEWSOUTH CAPITAL MGMT, INC Service code 28 · EIN 62-1237220 | Investment Management | $22,239 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK AND TRUST Service code 28 · EIN 04-1237220 | Investment Management | $13,391 |
BLACKROCK1+ years Service code 28 · EIN 06-1543710 | Investment Management | $6,560 |
BARES CAPITAL MANAGEMENT INC1+ years Filed as: BARES CAPITAL MANAGEMENT, INC. Service code 28 · EIN 74-2961140 | Investment Management | $6,239 |
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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 | $53,539-100.0% | $219,466-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 19.1%-19.1pp | 44.6%-44.6pp | 5.5%-5.5pp |
| Annual return | 7.60% | 10.84%-3.2pp | 5.00%+2.6pp | 5.86%+1.7pp |
| Employer contribution / active EE | $2,356 | $5,136-54.1% | $35,918-93.4% | $10,137-76.8% |
| Participant deferral / active EE | $0 | $464-100.0% | $75-100.0% | $492-100.0% |
| Admin fee / account holder | $0 | $531-100.0% | $13,204-100.0% | $387-100.0% |