Filed July 10, 2019
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| Provider | Service type | Compensation |
|---|---|---|
MORNEAU SHEPELL2 years Filed as: MORNEAU SHEPELL LIMITED Service code 15 · EIN 52-1883918 | Recordkeeping | $783,518 |
ARROWSTREET CAPITAL5 years Service code 28 · EIN 98-1239974 | Investment Management | $417,499 |
MERCER6+ years Filed as: MERCER (US) INC Service code 11 · EIN 13-2834414 | Actuarial | $157,850 |
THE BANK OF NEW YORK MELLON6+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $114,696 |
BARES CAPITAL MANAGEMENT INC6+ years Filed as: BARES CAPITAL MANAGEMENT, INC. Service code 28 · EIN 74-2961140 | Investment Management | $85,966 |
Filed as: HOISINGTON INVESTMENT Service code 28 · EIN 74-2126765 | Investment Management | $80,739 |
FAYEZ SAROFIM & CO6+ years Service code 28 · EIN 74-1312679 | Investment Management | $69,162 |
Filed as: MCCONNELL AND JONES LLP Service code 10 · EIN 76-0488832 | Accounting | $18,350 |
BLACKROCK6+ years Service code 28 · EIN 06-1543710 | Investment Management | $9,991 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | 15.57% | 13.51%+2.1pp | 10.75%+4.8pp | 13.51%+2.1pp |
| Employer contribution / active EE | $3,658 | $8,170-55.2% | $35,170-89.6% | $8,170-55.2% |
| Participant deferral / active EE | $0 | $488-100.0% | $82-100.0% | $488-100.0% |
| Admin fee / account holder | $0 | $0 | $4,611-100.0% | - |