Filed October 19, 2004
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
NEUBERGER BERMAN2 years Filed as: NEUBERGER BERMAN INVESTMENT ADVISOR Service code 19 · EIN 13-5521910 | Securities Custodian | $27,579 |
Filed as: ENVESTNET ASSET MANAGEMENT Service code 28 · EIN 36-4319587 | Investment Management | $18,448 |
NEUBERGER BERMAN3+ years Filed as: NEUBERGER BERMAN TRUST COMPANY Service code 19 · EIN 27-2510082 | Securities Custodian | $12,037 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $149,104-100.0% | $144,462-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 33.7%-33.7pp | 11.7%-11.7pp | 45.9%-45.9pp |
| Annual return | 12.33% | 5.28%+7.1pp | 16.78%-4.4pp | 10.21%+2.1pp |
| Employer contribution / active EE | $16,511 | $35,590-53.6% | $26,328-37.3% | $42,272-60.9% |
| Participant deferral / active EE | $0 | $57-100.0% | $97-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $24,636-100.0% | $20,893-100.0% | $13,518-100.0% |