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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ENVESTNET Service code 28 · EIN 36-4319587 | Investment Management | $158,557 |
NEUBERGER BERMAN3+ years Filed as: NEUBERGER BERMAN TRUST COMPANY, NA Service code 19 · EIN 27-2510082 | Securities Custodian | $104,607 |
NEUBERGER BERMAN2 years Filed as: NEUBERGER BERMAN INVESTMENT ADV LLC Service code 28 · EIN 13-5521910 | Investment Management | $65,125 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $1,723,788-100.0% | $308,850-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 48.5%-48.5pp | 1.9%-1.9pp |
| Annual return | 16.71% | 12.03%+4.7pp | 14.41%+2.3pp | 23.90%-7.2pp |
| Employer contribution / active EE | $68,530 | $30,615+123.8% | $45,283+51.3% | $16,539+314.3% |
| Participant deferral / active EE | $0 | $1,355-100.0% | $125-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $9,941-100.0% | $18,975-100.0% |