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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ENVESTNET Service code 28 · EIN 36-4319587 | Investment Management | $75,596 |
NEUBERGER BERMAN5+ years Filed as: NEUBERGER BERMAN TRUST COMPANY, NA Service code 19 · EIN 27-2510082 | Securities Custodian | $58,240 |
NEUBERGER BERMAN4 years Filed as: NEUBERGER BERMAN INVESTMENT ADV LLC Service code 28 · EIN 13-5521910 | Investment Management | $54,435 |
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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 | $1,557,172-100.0% | $346,182-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 52.1%-52.1pp | 1.2%-1.2pp |
| Annual return | 17.34% | 17.70%-0.4pp | 13.48%+3.9pp | 53.27%-35.9pp |
| Employer contribution / active EE | $64,069 | $40,511+58.2% | $47,067+36.1% | $14,774+333.7% |
| Participant deferral / active EE | $0 | $17,273-100.0% | $200-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $8,714-100.0% | $14,572-100.0% | $13,289-100.0% |