Filed July 10, 2019
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| Provider | Service type | Compensation |
|---|---|---|
MERCER4+ years Filed as: MERCER (US) INC Service code 65 · EIN 13-2834414 | Account Maintenance | $835,787 |
ARROWSTREET CAPITAL3 years Service code 28 · EIN 98-1239974 | Investment Management | $154,774 |
THE BANK OF NEW YORK MELLON4+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $94,357 |
BARES CAPITAL MANAGEMENT INC4+ years Filed as: BARES CAPITAL MANAGEMENT, INC. Service code 28 · EIN 74-2961140 | Investment Management | $82,739 |
FAYEZ SAROFIM & CO4+ years Service code 28 · EIN 74-1312679 | Investment Management | $52,218 |
Filed as: HOISINGTON INVESTMENT Service code 28 · EIN 74-2126765 | Investment Management | $41,815 |
BLACKROCK4+ years Service code 28 · EIN 06-1543710 | Investment Management | $31,665 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $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 | 2.81% | 15.39%-12.6pp | 20.73%-17.9pp | 24.48%-21.7pp |
| Employer contribution / active EE | $1,935 | $7,237-73.3% | $36,503-94.7% | $9,418-79.5% |
| 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% |