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| Provider | Service type | Compensation |
|---|---|---|
NEUBERGER BERMAN10+ years Service code 27 · EIN 13-5521910 | Advisory (Plan) | $34,190 |
BUCK GLOBAL, LLC1 year Filed as: BUCK GLOBAL LLC Service code 11 110 W BERRY STREET · FORT WAYNE, IN 46802 | Actuarial | $19,904 |
PNC BANK, N.A.1 year Filed as: PNC Service code 15 · EIN 25-1211909 | Recordkeeping | $16,281 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $116,914-100.0% | $116,914-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 20.2%-20.2pp | 9.1%-9.1pp | 43.7%-43.7pp |
| Annual return | 11.22% | 7.69%+3.5pp | 8.92%+2.3pp | 13.05%-1.8pp |
| Employer contribution / active EE | $0 | $38,144-100.0% | $24,457-100.0% | $37,664-100.0% |
| Participant deferral / active EE | $0 | $0 | $14-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $692-100.0% | $692-100.0% | $31,365-100.0% |