Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NEUBERGER BERMAN1+ years Filed as: NEUBERGER BERMAN, LLC Service code 27 605 THIRD AVENUE · NEW YORK, NY 10158 | Advisory (Plan) | $25,748 |
WHITTLESEY PC1+ years Filed as: WHITTLESEY & HADLEY, P.C. Service code 10 ONE HAMDEN CENTER · HAMDEN, CT 06518 | Accounting | $13,705 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF AMERICA Service code 18 · EIN 94-1687665 | Float revenue; Investment advisory (p... | $6,276 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,181 | $65,704-46.5% | $94,229-62.7% | $59,633-41.0% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | -2.24% | 5.22%-7.5pp | 10.68%-12.9pp | 2041.45%-2043.7pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $0 | $3,143-100.0% | $4,320-100.0% | $3,192-100.0% |
| Admin fee / account holder | $311 | $4,265-92.7% | $6,269-95.0% | $4,297-92.8% |