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| Provider | Service type | Compensation |
|---|---|---|
NEUBERGER BERMAN1+ years Filed as: NEUBERGER BERMAN TRUST COMPANY N.A. Service code 19 · EIN 27-2510082 | Securities Custodian | $135,075 |
Service code 13 · EIN 22-6082349 | Contract Administrator | $70,440 |
COHEN & STEERS1+ years Filed as: COHEN WEISS AND SIMON LLP Service code 29 · EIN 13-1592323 | Legal | $26,826 |
Service code 12 · EIN 13-2665700 | Claims processing; Direct payment fro... | $16,784 |
PITTA LLP1+ years Filed as: PITTA AND GIBLIN LLP Service code 29 · EIN 26-3852082 | Legal | $16,410 |
FITZSIMMONS ABRAMS, LLP1+ years Filed as: FITZSIMMON AND ABRAMS, LLP Service code 10 · EIN 13-2858927 | Accounting | $14,709 |
THE SEGAL COMPANY1+ years Filed as: SEGAL SELECT INSURANCE Service code 22 · EIN 46-0619194 | Insurance Broker | $5,136 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,949 | $39,458+31.7% | $60,547-14.2% | $55,191-5.9% |
| Participation rate | 100.0% | 59.6%+40.4pp | 68.0%+32.0pp | 69.2%+30.8pp |
| Annual return | -0.75% | 3.35%-4.1pp | 335.64%-336.4pp | 10.78%-11.5pp |
| Employer contribution / active EE | $2,124 | $1,210+75.5% | $2,419-12.2% | $1,899+11.8% |
| Participant deferral / active EE | $0 | $2,140-100.0% | $3,328-100.0% | $3,046-100.0% |
| Admin fee / account holder | $531 | $95+458.3% | $4,536-88.3% | $91+485.2% |