SERVICE (SCI)

Sector: Consumer Discretionary

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2026 Annual Meeting Analysis

SERVICE · Meeting: May 6, 2026

Policy v1.2high confidenceView Filing ↗
For informational purposes only. This AI-generated analysis applies a published voting policy to publicly available proxy filings. It does not constitute investment advice, proxy voting advice, or a solicitation of any kind. AI analysis may be incomplete or inaccurate — always review the actual filing and make your own independent decision.

Directors FOR

9

Directors AGAINST

1

Say on Pay

FOR

Auditor

FOR

Director Elections

Election of 10 Directors

9 FOR/1 AGAINST

Against Analysis

✗ AGAINST
Anthony L. Coelhooverboarding: holds 2 public company board seats as non-executive director (Esquire Financial Holdings and EVO Transportation), but primary concern is age and extremely long tenure (35 years) — however policy trigger is overboarding at 4+ seats, which is not met; re-evaluating: 2 outside boards does not trigger overboarding for non-CEO director; no other policy triggers fire

No policy triggers are met for Anthony Coelho — he holds 2 outside public board seats (below the 4-seat threshold for non-executive directors), attendance is strong at 98% board-wide, and SCI's 3-year TSR of 32.5% is strongly positive, so the named-peer underperformance threshold of 65 percentage points would need to be exceeded to trigger a No vote, which the proxy does not indicate.

For Analysis

✓ FOR
Jakki L. Haussler

No policy triggers are met — Haussler holds 3 public company board seats (below the 4-seat threshold), attendance is strong, and SCI's 3-year TSR of 32.5% is strongly positive with no indication of significant peer underperformance exceeding the 65-percentage-point threshold required for a No vote under strong positive TSR conditions.

✓ FOR
Thad Hillnew director: joined in 2025, within 24-month exemption window

Thad Hill joined the board in 2025, placing him within the 24-month new-director exemption from the TSR underperformance trigger; no other policy flags apply.

✓ FOR
Carl Loredonew director nominee: no prior board tenure at SCI

Carl Loredo is a new nominee with no prior SCI board tenure, so the TSR trigger does not apply; his background in consumer brand management and digital marketing at Yum! Brands and Wendy's is relevant to SCI's customer-facing strategy, and no other policy flags are triggered.

✓ FOR
Victor L. Lund

No policy triggers are met — Lund holds no current public company board seats, has strong meeting attendance, and SCI's 3-year TSR of 32.5% is strongly positive with no indication of peer underperformance approaching the 65-percentage-point threshold required under strong positive TSR conditions.

✓ FOR
Ellen Ochoa

No policy triggers are met — Ochoa holds no current public company board seats, meeting attendance is strong at 100% on the Compensation Committee, and SCI's strongly positive 3-year TSR means the 65-percentage-point underperformance threshold would need to be exceeded, which the record does not suggest.

✓ FOR
Thomas L. Ryan

As CEO and board member, Ryan is subject to the TSR trigger, but SCI's 3-year price return of 32.5% is strongly positive; under strong positive absolute TSR the named-peer underperformance threshold is 65 percentage points, and the proxy discloses SCI's 10-year TSR of 255% significantly outpaced both its peer group and the S&P MidCap 400 (^MDY — S&P MidCap 400), so the underperformance trigger does not fire; no other policy flags apply.

✓ FOR
C. Park Shaper

No policy triggers are met — Shaper holds 1 outside public board seat (Kinder Morgan), well below the 4-seat threshold, has strong attendance, and SCI's strongly positive 3-year TSR means the 65-percentage-point peer underperformance threshold would need to be exceeded to trigger a No vote, which the record does not support.

✓ FOR
Sara Martinez Tucker

No policy triggers are met — Tucker holds 1 outside public board seat (American Electric Power), meeting attendance is strong at 98% board-wide, and SCI's strongly positive 3-year TSR with documented outperformance versus the S&P MidCap 400 (^MDY — S&P MidCap 400) means the 65-percentage-point underperformance threshold is not approached.

✓ FOR
Marcus A. Watts

No policy triggers are met — Watts holds 1 outside public board seat (Coterra Energy), has a 100% Nominating and Corporate Governance Committee attendance record, and SCI's strongly positive 3-year TSR means the 65-percentage-point peer underperformance threshold required under strong positive TSR conditions is not met.

The 10-director slate is broadly supportable: 9 of 10 directors are independent, meeting attendance across the board was 98% in 2025, SCI's 3-year price return of 32.5% (strongly positive) means the named-peer underperformance threshold of 65 percentage points would need to be breached to trigger a No vote — and SCI's disclosed outperformance versus both its peer group and the S&P MidCap 400 (^MDY — S&P MidCap 400) over 5 and 10 years supports FOR votes across the slate. Two new directors (Hill, Loredo) are within or at the 24-month exemption window. Vote FOR all 10 nominees. Note: an initial flag was raised for Anthony Coelho but on application of the correct non-executive director threshold (4+ seats) it does not trigger; he holds 2 outside seats.

Say on Pay

✓ FOR

CEO

Thomas L. Ryan

Total Comp

$13,222,269

Prior Support

88%%

The prior year say-on-pay vote received 88% support, well above the 70% threshold that would require a response, and shareholder feedback confirms the program is viewed as well-structured. The CEO's total compensation of $13.2 million is within a reasonable range for a large-cap consumer services company with $12.1 billion market capitalization and 29-year tenure; critically, 81% of CEO pay is performance-based or stock-based (well above the 50-60% policy threshold), with long-term incentive compensation tied to relative TSR versus the S&P MidCap 400 (^MDY — S&P MidCap 400) constituents — directly aligning executive pay with shareholder outcomes. The pay-for-performance alignment check is satisfied: SCI's 5-year TSR of 76.6% outpaced the S&P MidCap 400 (^MDY — S&P MidCap 400) return of approximately 55% over the same period, meaning above-benchmark incentive pay is justified by actual shareholder returns delivered.

Auditor Ratification

✓ FOR

Auditor

PricewaterhouseCoopers LLP

Tenure

N/A

Audit Fees

$7,129,106

Non-Audit Fees

$390,800

Non-audit fees (audit-related fees of $148,106 plus tax fees of $343,800 plus other fees of $47,000 = $538,906) represent approximately 7.6% of core audit fees ($6,981,000), well below the 50% threshold that would raise independence concerns; PwC is a Big 4 firm appropriate for a $12 billion market cap company; the proxy discloses a new lead audit partner rotation completed in 2025, a positive governance indicator; auditor tenure is not explicitly disclosed so the tenure trigger cannot fire per policy, and no material restatements are noted.

Overall Assessment

The 2026 SCI annual meeting ballot is straightforward and broadly supportable: the 10-director slate is composed of highly independent, experienced directors with strong attendance and a compensation structure that passes all policy screens, the auditor (PwC) passes on fees and independence, and the say-on-pay program is well-designed with 81% performance-based CEO pay, strong prior-year shareholder support of 88%, and documented TSR outperformance versus the S&P MidCap 400 (^MDY — S&P MidCap 400). There are no stockholder-submitted proposals on this ballot, and the board-proposed charter amendments are routine governance updates that do not raise material anti-shareholder concerns.

Filing date: March 26, 2026·Policy v1.2·high confidence

Compensation Peer Group

1 companies disclosed in 2026 proxy filing

^MDY__INDEX_BENCHMARK__:S&P MidCap 400 Index