Filed July 10, 2019
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| Provider | Service type | Compensation |
|---|---|---|
MORNEAU SHEPELL1 year Filed as: MORNEAU SHEPELL LIMITED Service code 15 · EIN 52-1883918 | Recordkeeping | $610,846 |
MERCER5+ years Filed as: MERCER (US) INC Service code 11 · EIN 13-2834414 | Actuarial | $158,231 |
THE BANK OF NEW YORK MELLON5+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $84,397 |
ARROWSTREET CAPITAL4 years Service code 28 · EIN 98-1239974 | Investment Management | $78,519 |
BARES CAPITAL MANAGEMENT INC5+ years Filed as: BARES CAPITAL MANAGEMENT, INC. Service code 28 · EIN 74-2961140 | Investment Management | $66,047 |
Filed as: HOISINGTON INVESTMENT Service code 28 · EIN 74-2126765 | Investment Management | $62,126 |
FAYEZ SAROFIM & CO5+ years Service code 28 · EIN 74-1312679 | Investment Management | $57,765 |
Filed as: MCCONNELL AND JONES LLP Service code 10 · EIN 76-0488832 | Accounting | $18,574 |
BLACKROCK5+ years Service code 28 · EIN 06-1543710 | Investment Management | $16,499 |
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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.
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 | $0 | $220,428-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.0%0pp |
| Annual return | 9.82% | 13.80%-4.0pp | 90.61%-80.8pp | 13.80%-4.0pp |
| Employer contribution / active EE | $1,779 | $10,386-82.9% | $32,730-94.6% | $10,386-82.9% |
| Participant deferral / active EE | $0 | $448-100.0% | $40-100.0% | $448-100.0% |
| Admin fee / account holder | $0 | $0 | $12,805-100.0% | - |