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| Provider | Service type | Compensation |
|---|---|---|
BOYD WATTERSON ASSET MANAGEMENT2+ years Filed as: BOYD WATTERSON ASSET MGMT., LLC Service code 28 · EIN 34-1922005 | Investment Management | $159,996 |
PROSKAUER ROSE LLP2+ years Filed as: PROSKAUER ROSE, LLP Service code 29 · EIN 13-1840454 | Legal | $158,125 |
LEGG MASON2+ years Filed as: LEGG MASON & CO LLC Service code 28 55 WATER STREET, 32 · NEW YORK, NY 10041 | Investment Management | $133,400 |
POLEN CAPITAL2+ years Filed as: POLEN CAPITAL MGMT Service code 28 · EIN 13-2984374 | Investment Management | $81,810 |
FITZSIMMONS ABRAMS, LLP2+ years Service code 10 · EIN 13-2858927 | Accounting | $58,080 |
FIRST ACTUARIAL CONSULTING, INC.2+ years Service code 11 · EIN 26-3842522 | Actuarial | $42,000 |
LISA PARISI2+ years Service code 30 · EIN 13-1626710 | Employee (plan); Direct payment from ... | $40,996 |
CAMBIAR INVESTORS LLC2+ years Filed as: CAMBIAR INVESTORS, LLC Service code 28 · EIN 84-1596610 | Investment Management | $37,103 |
DIANE FITZBERGER2+ years Filed as: DIANE FERCHLAND Service code 30 · EIN 13-1626710 | Direct payment from the plan; Employe... | $34,247 |
Filed as: KENNEDY, JENNIK & MUARRY, P.C. Service code 29 · EIN 25-1919594 | Legal | $32,472 |
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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 | $35,636-100.0% | $374,107-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 1.8%-1.8pp |
| Annual return | 7.34% | 5.13%+2.2pp | 4.74%+2.6pp | 7.18%+0.2pp |
| Employer contribution / active EE | $10,358 | $14,689-29.5% | $36,089-71.3% | $13,095-20.9% |
| Participant deferral / active EE | $0 | $59-100.0% | $59-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $10,677-100.0% | $362-100.0% |