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| Provider | Service type | Compensation |
|---|---|---|
NEUBERGER BERMAN5+ years Service code 27 · EIN 13-5521910 | Advisory (Plan) | $91,821 |
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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 | $198,586-100.0% | $2,066,441-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.0%-7.0pp | 13.5%-13.5pp |
| Annual return | -2.53% | 10.61%-13.1pp | 10.57%-13.1pp | 9.29%-11.8pp |
| Employer contribution / active EE | $4,295 | $9,838-56.3% | $18,335-76.6% | $15,168-71.7% |
| Participant deferral / active EE | $0 | $3-100.0% | $5-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $2,037-100.0% | $8,713-100.0% | $2,037-100.0% |