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| Provider | Service type | Compensation |
|---|---|---|
NEUBERGER BERMAN1+ years Service code 27 · EIN 13-5521910 | Advisory (Plan) | $83,330 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $78,695-100.0% | $111,575-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 2.7%-2.7pp | 8.4%-8.4pp | 12.6%-12.6pp |
| Annual return | -3.65% | 4.40%-8.0pp | 18.87%-22.5pp | 4.56%-8.2pp |
| Employer contribution / active EE | $3,093 | $10,694-71.1% | $19,828-84.4% | $15,526-80.1% |
| Participant deferral / active EE | $0 | $30-100.0% | $68-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $0 | $262-100.0% | $1,711-100.0% |