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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ENVESTNET Service code 28 · EIN 36-4319587 | Investment Management | $98,392 |
NEUBERGER BERMAN4+ years Filed as: NEUBERGER BERMAN TRUST COMPANY, NA Service code 19 · EIN 27-2510082 | Securities Custodian | $57,615 |
NEUBERGER BERMAN3 years Filed as: NEUBERGER BERMAN INVESTMENT ADV LLC Service code 28 · EIN 13-5521910 | Investment Management | $49,569 |
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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 | $53,939,316-100.0% | $1,035,159-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 9.1%-9.1pp | 49.6%-49.6pp | 1.8%-1.8pp |
| Annual return | -3.00% | -3.37%+0.4pp | -61.72%+58.7pp | 0.19%-3.2pp |
| Employer contribution / active EE | $69,935 | $36,881+89.6% | $47,703+46.6% | $13,763+408.1% |
| Participant deferral / active EE | $0 | $10,776-100.0% | $135-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $0 | $5,792-100.0% | $426-100.0% |