Filed July 10, 2019
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| Provider | Service type | Compensation |
|---|---|---|
MERCER3+ years Filed as: MERCER (US) INC Service code 65 · EIN 13-2834414 | Account Maintenance | $790,238 |
ARROWSTREET CAPITAL2 years Service code 28 · EIN 98-1239974 | Investment Management | $188,263 |
THE BANK OF NEW YORK MELLON3+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $148,435 |
OAKVIEW CAPITAL MANAGEMENT2 years Filed as: OAKVIEW CAPITAL MANAGEMENT LP Service code 28 · EIN 26-1237335 | Investment Management | $115,565 |
BARES CAPITAL MANAGEMENT INC3+ years Filed as: BARES CAPITAL MANAGEMENT, INC. Service code 28 · EIN 74-2961140 | Investment Management | $69,572 |
FAYEZ SAROFIM & CO3+ years Service code 28 · EIN 74-1312679 | Investment Management | $51,678 |
Filed as: HOISINGTON INVESTMENT Service code 28 · EIN 74-2126765 | Investment Management | $30,192 |
RAYMOND JAMES FINANCIAL SERVICES3+ years Filed as: NEWSOUTH CAPITAL MGMT, INC Service code 28 · EIN 62-1237220 | Investment Management | $21,915 |
BLACKROCK3+ years Service code 28 · EIN 06-1543710 | Investment Management | $21,089 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | 3.86% | -0.93%+4.8pp | -102.04%+105.9pp | -1.95%+5.8pp |
| Employer contribution / active EE | $2,814 | $6,242-54.9% | $36,232-92.2% | $9,243-69.6% |
| 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% |