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| Provider | Service type | Compensation |
|---|---|---|
NEUBERGER BERMAN4+ years Service code 27 · EIN 13-5521910 | Advisory (Plan) | $86,240 |
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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 | $317,036-100.0% | $204,001-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 9.4%-9.4pp | 13.0%-13.0pp |
| Annual return | 5.85% | 13.23%-7.4pp | -100.31%+106.2pp | 13.59%-7.7pp |
| Employer contribution / active EE | $3,659 | $9,675-62.2% | $18,686-80.4% | $14,592-74.9% |
| Participant deferral / active EE | $0 | $308-100.0% | $77-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $29,657-100.0% | $1,604-100.0% | $29,657-100.0% |