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| Provider | Service type | Compensation |
|---|---|---|
PROSKAUER ROSE LLP1+ years Filed as: PROSKAUER ROSE, LLP Service code 29 · EIN 13-1840454 | Legal | $251,024 |
BOYD WATTERSON ASSET MANAGEMENT1+ years Filed as: BOYD WATTERSON ASSET MGMT., LLC Service code 28 · EIN 34-1922005 | Investment Management | $127,574 |
POLEN CAPITAL1+ years Filed as: POLEN CAPITAL MGMT Service code 28 · EIN 13-2984374 | Investment Management | $81,369 |
CAMBIAR INVESTORS LLC1+ years Filed as: CAMBIAR INVESTORS, LLC Service code 28 · EIN 84-1596610 | Investment Management | $62,296 |
KENNEDY CAPITAL MANAGEMENT1+ years Filed as: KENNEDY, JENNIK & MURRAY PC Service code 29 113 UNIVERSITY PLACE · NEW YORK, NY 10003 | Legal | $39,795 |
FITZSIMMONS ABRAMS, LLP1+ years Service code 10 · EIN 13-2858927 | Accounting | $39,153 |
LEGG MASON1+ years Filed as: LEGG MASON & CO LLC Service code 28 55 WATER STREET, 32 · NEW YORK, NY 10041 | Investment Management | $38,275 |
FIRST ACTUARIAL CONSULTING, INC.1+ years Service code 11 · EIN 26-3842522 | Actuarial | $34,750 |
LISA PARISI1+ years Service code 30 · EIN 13-1626710 | Direct payment from the plan; Employe... | $34,642 |
Service code 10 · EIN 13-2665700 | Accounting | $28,314 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,591-100.0% | $846,462-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.8%-0.8pp |
| Annual return | 2.15% | 0.06%+2.1pp | -0.81%+3.0pp | -0.60%+2.7pp |
| Employer contribution / active EE | $12,423 | $14,206-12.5% | $38,425-67.7% | $12,272+1.2% |
| Participant deferral / active EE | $0 | $1-100.0% | $315-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $15,697-100.0% | $717-100.0% |