Filed July 10, 2019
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| Provider | Service type | Compensation |
|---|---|---|
ARROWSTREET CAPITAL6 years Service code 28 · EIN 98-1239974 | Investment Management | $777,823 |
MORNEAU SHEPELL3 years Filed as: MORNEAU SHEPELL LIMITED Service code 15 · EIN 52-1883918 | Recordkeeping | $694,457 |
MERCER7+ years Filed as: MERCER (US) INC Service code 11 · EIN 13-2834414 | Actuarial | $381,346 |
Filed as: HOISINGTON INVESTMENT Service code 28 · EIN 74-2126765 | Investment Management | $121,796 |
THE BANK OF NEW YORK MELLON7+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $112,666 |
FAYEZ SAROFIM & CO7+ years Service code 28 · EIN 74-1312679 | Investment Management | $74,170 |
BARES CAPITAL MANAGEMENT INC7+ years Filed as: BARES CAPITAL MANAGEMENT, INC. Service code 28 · EIN 74-2961140 | Investment Management | $67,401 |
Filed as: FMR LLC Service code 28 · EIN 04-3532603 | Investment Management | $50,091 |
Filed as: MCCONNELL AND JONES LLP Service code 10 · EIN 76-0488832 | Accounting | $19,800 |
BLACKROCK7+ years Service code 28 · EIN 06-1543710 | Investment Management | $5,329 |
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,469,698-100.0% | $267,477-100.0% | $1,469,698-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.5%-35.5pp | 0.0%0pp |
| Annual return | -21.06% | 7.68%-28.7pp | -38.86%+17.8pp | 7.68%-28.7pp |
| Employer contribution / active EE | $4,290 | $9,142-53.1% | $37,756-88.6% | $9,142-53.1% |
| Participant deferral / active EE | $0 | $462-100.0% | $16-100.0% | $462-100.0% |
| Admin fee / account holder | $0 | $19,323-100.0% | $16,942-100.0% | $19,323-100.0% |