CompXsourcing Plan Administration is Newest Addition to CompIntelligence, Inc. Equity Compensation Business

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CompIntelligence announces third-party plan administration model as newest service in the continued expansion of their Equity Compensation Business

We differentiate ourselves with technology and a very high-touch service model for both public and private companies.

CompIntelligence announced today the launch of their newest service offering for third-party plan administration –CompXsourcing. It provides a flexible approach with expert assistance for implementing and managing a client’s ongoing equity plan administration needs. The CompXsourcing model combines four key CompIntelligence product/service areas: 1) plan implementation and data migration services; 2) CompXchange™ for HR/Payroll and equity plan software integration/automation; 3) best practice recommendations documented in each client’s stock plan administration manual, and 4) expert staff providing plan administration services.

Sean Lembree, Managing Director of CompIntelligence said, “CompIntelligence has been an industry leader in data migration, automation and plan administration services, so creating the CompXsourcing model to combine all three was a natural progression.” CompIntelligence has chosen to utilize the EASi stock plan software for the administration system. “Because of EASi’s solid reputation and world-class financial reporting, the EASi software was a perfect fit, “ Lembree added.

Leading the CompXsourcing charge is Marsha Tepper, another of CompIntelligence’s Managing Directors and a 30 year industry veteran. With her past experiences in building and managing outsourcing teams at Transcentive, Morgan Stanley, and Morgan Stanley Smith Barney, she provides a unique skillset and level of experience that is a perfect fit for CompIntelligence and their clients. Marsha added, “The industry lacks a cost effective total administration solution aimed at small and mid-sized plans that offers the client the flexibility to work with their broker of choice. We differentiate ourselves with technology and a very high-touch service model for both public and private companies. I am very excited to launch CompXsourcing and happy to have the opportunity to help clients with their administration needs while working closely with our talented brokerage partners.”

CompIntelligence is a financial solutions company providing equity compensation solutions for companies ranging from small public and private companies to Fortune 100 companies since 2002. By consistently delivering quality products and exceptional customer service, CompIntelligence has become one of the leading independent service and solution providers in the Equity Compensation industry. CompIntelligence is based in New Canaan, Connecticut with additional locations in Oxford CT, New York, New Jersey, California, Illinois, Florida and Texas.

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Justin Docter

Sean Lembree
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