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POLEN CAPITAL MANAGEMENT, L.L.C.

Boca Raton, Florida
51-200 employees
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Retirement Plan Detail

Retirement Plan Ranking

Retirement Plan:
Polen Capital Management, L. L. C. 401(K) Plan
This plan provides above-average contributions and strong design features, helping employers stay competitive in hiring while supporting long-term retention.
POLEN CAPITAL MANAGEMENT, L.L.C.
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Plan Benchmark

Disclaimer: Ratings are based on firm-provided, independently audited data and reflect Mployer Advisor's opinion. They are not financial or legal advice and should be one of many factors considered when evaluating a retirement plan.
$24,116
Avg Employer Contribution per Person per Year
Top Benefits
Not EE Friendly
Plan Design
Laggard
EE Friendly
Admin Fees as a % of Total Assets
Leading
8%
1 Year Return
Laggard

Peer Group

Size
100-499 employees
Region
South Atlantic
Industry
Finance and Insurance

Employer & Employee Contribution

Factors like longer employee tenure and more generous match rates result in higher contributions.
Average Employer Contribution
Employer
Cohort
Average Employee Contribution
Employee
Cohort

Plan Details

Plan name
Polen Capital Management, L. L. C. 401(K) Plan
Plan type
401k
Plan start date
01/01/2001
Plan assets
$76,440,822
Participation Rate
99.09 %
Loan %
0.35 %
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Key Plan Features

Each employer retirement plan is unique with different features that can benefit employees.
Loans
Yes
Self-directed
No
Auto-Enroll
No
Vesting Requirements
Yes

Returns

The below return percentage is an approximate one-year return. Specific employee start date's and other factors can shift the percentage up or down.
Average Returns
Employer
Cohort

Administrative Fees

Retirement plans pays fees each year to advisors and other vendors. This shows how your fees compare to like plans both as a percent of total and overall.
Administration Fees $
Employer
Cohort
Administrative Fees %
Employer
Cohort
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Just a few of the companies in your cohort

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