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| Provider | Service type | Compensation |
|---|---|---|
PROSKAUER ROSE LLP1 year Service code 29 · EIN 13-1840454 | Legal | $206,165 |
FITZSIMMONS ABRAMS, LLP2+ years Service code 10 · EIN 13-2858927 | Accounting | $74,122 |
LEGG MASON2+ years Filed as: LEGG MASON AND COMPANY Service code 28 55 WATER STREET, 32 · NEW YORK, NY 10041 | Investment Management | $57,997 |
CONGRESS ASSET MANAGEMENT2+ years Service code 28 · EIN 04-2848965 | Investment Management | $49,495 |
Service code 27 · EIN 20-1899564 | Advisory (Plan) | $46,755 |
POLEN CAPITAL2+ years Filed as: POLEN CAPITAL MANAGEMENT Service code 28 · EIN 13-2984374 | Investment Management | $45,562 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $41,394 |
CAMBIAR INVESTORS LLC2+ years Filed as: CAMBIAR INVESTORS, LLC Service code 28 · EIN 84-1596610 | Investment Management | $39,762 |
Service code 28 · EIN 34-1922005 | Investment Management | $28,630 |
Service code 10 · EIN 47-0900880 | Accounting | $23,755 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $71,802-100.0% | $133,975-100.0% | $57,658-100.0% |
| Participation rate | 0.0% | 85.5%-85.5pp | 87.1%-87.1pp | 70.2%-70.2pp |
| Annual return | 8.35% | 13.51%-5.2pp | 29.29%-20.9pp | 5.13%+3.2pp |
| Employer contribution / active EE | $15,104 | $3,161+377.8% | $5,211+189.8% | $1,974+665.3% |
| Participant deferral / active EE | $0 | $4,606-100.0% | $6,282-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $88-100.0% | $9,324-100.0% | $95-100.0% |