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| Provider | Service type | Compensation |
|---|---|---|
PROSKAUER ROSE LLP1+ years Filed as: PROSKAUER ROSE Service code 29 · EIN 13-1840454 | Legal | $225,285 |
BOYD WATTERSON ASSET MANAGEMENT1+ years Filed as: BOYD WATTERSON ASSET MGMT Service code 28 · EIN 34-1922005 | Investment Management | $105,280 |
POLEN CAPITAL1+ years Filed as: POLEN CAPITAL MANAGEMENT Service code 28 · EIN 26-0319356 | Investment Management | $94,884 |
CAMBIAR INVESTORS LLC1+ years Filed as: CAMBIAR INVESTORS, LLC Service code 28 · EIN 84-1596610 | Investment Management | $65,378 |
MORGAN STANLEY SMITH BARNEY1+ years Service code 27 · EIN 26-4310632 | Advisory (Plan) | $60,622 |
LEGG MASON1+ years Filed as: LEGG MASON AND COMPANY Service code 28 55 WATER STREET, 32 · NEW YORK, NY 10041 | Investment Management | $57,982 |
KENNEDY CAPITAL MANAGEMENT1+ years Filed as: KENNEDY, JENNIK & MURRAY PC Service code 29 113 UNIVERSITY PLACE · NEW YORK, NY 10003 | Legal | $42,629 |
CONGRESS ASSET MANAGEMENT1+ years Service code 28 · EIN 04-2848965 | Investment Management | $38,699 |
FITZSIMMONS ABRAMS, LLP1+ years Service code 10 · EIN 13-2858927 | Accounting | $30,210 |
LISA PARISI1+ years Service code 30 · EIN 13-3207195 | Direct payment from the plan; Employe... | $26,648 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $68,413-100.0% | $123,105-100.0% | $55,191-100.0% |
| Participation rate | 0.0% | 84.5%-84.5pp | 86.8%-86.8pp | 69.2%-69.2pp |
| Annual return | 2.71% | 6.30%-3.6pp | 13.22%-10.5pp | 10.78%-8.1pp |
| Employer contribution / active EE | $13,787 | $3,050+352.0% | $5,151+167.7% | $1,899+626.1% |
| Participant deferral / active EE | $112 | $4,490-97.5% | $6,229-98.2% | $3,046-96.3% |
| Admin fee / account holder | $0 | $88-100.0% | $9,014-100.0% | $91-100.0% |