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| Provider | Service type | Compensation |
|---|---|---|
NEUBERGER BERMAN2+ years Filed as: NEUBERGER BERMAN TRUST COMPANY N.A. Service code 19 · EIN 27-2510082 | Securities Custodian | $83,072 |
Service code 13 · EIN 22-6082349 | Contract Administrator | $77,484 |
Filed as: ENVESTNET ASSET MANAGEMENT, INC. Service code 28 · EIN 36-4319587 | Investment Management | $67,258 |
Service code 12 · EIN 13-2665700 | Direct payment from the plan; Claims ... | $18,158 |
COHEN & STEERS2+ years Filed as: COHEN WEISS AND SIMON LLP Service code 29 · EIN 13-1592323 | Legal | $12,482 |
PITTA LLP2+ years Filed as: PITTA AND GIBLIN LLP Service code 29 · EIN 26-3852082 | Legal | $11,729 |
THE SEGAL COMPANY2+ years Filed as: SEGAL SELECT INSURANCE Service code 22 | Insurance Broker | $5,700 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE SERVICES INC Service code 51 · EIN 46-0619194 | Investment Mgmt Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,695 | $39,819+17.3% | $67,834-31.2% | $57,658-19.0% |
| Participation rate | 100.0% | 61.2%+38.8pp | 68.8%+31.2pp | 70.2%+29.8pp |
| Annual return | 3.33% | 9.19%-5.9pp | 138.47%-135.1pp | 5.13%-1.8pp |
| Employer contribution / active EE | $2,507 | $1,277+96.3% | $2,403+4.3% | $1,974+27.0% |
| Participant deferral / active EE | $0 | $2,209-100.0% | $3,160-100.0% | $3,061-100.0% |
| Admin fee / account holder | $455 | $84+443.8% | $4,622-90.2% | $95+381.0% |