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| Provider | Service type | Compensation |
|---|---|---|
BARCLAYS CAPITAL LE1+ years Filed as: BARCLAYS WEALTH AMERICAS Service code 28 · EIN 06-1031656 | Investment Management | $221,169 |
NEUBERGER BERMAN1+ years Filed as: NEUBERGER BERMAN LLC Service code 28 · EIN 13-5521910 | Investment Management | $188,267 |
Filed as: ENVESTMENT Service code 28 · EIN 36-4319587 | Investment Management | $113,936 |
NEUBERGER BERMAN1+ years Filed as: NEUBERGER BERMAN TRUST COMPANY, NA Service code 19 · EIN 27-2510082 | Securities Custodian | $44,288 |
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Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,591-100.0% | $252,559-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.9%-50.9pp | 0.8%-0.8pp |
| Annual return | -1.83% | -2.09%+0.3pp | -1.68%-0.1pp | -0.60%-1.2pp |
| Employer contribution / active EE | $69,733 | $29,352+137.6% | $44,959+55.1% | $12,272+468.2% |
| Participant deferral / active EE | $0 | $2,027-100.0% | $330-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $12,994-100.0% | $717-100.0% |