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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 22-6082349 | Contract Administrator | $77,484 |
Filed as: ENVESTNET ASSET MANAGEMENT, INC. Service code 28 · EIN 36-4319587 | Investment Management | $67,255 |
NEUBERGER BERMAN1 year Filed as: NEWBERGER BERMAN INVESTMENT ADVISOR Service code 28 · EIN 13-5521910 | Investment Management | $61,283 |
NEUBERGER BERMAN3+ years Filed as: NEUBERGER BERMAN TRUST COMPANY N.A. Service code 19 · EIN 27-2510082 | Securities Custodian | $19,535 |
CALIBRE CPA GROUP PLLC1 year Service code 12 · EIN 47-0900880 | Direct payment from the plan; Claims ... | $18,298 |
COHEN & STEERS3+ years Filed as: COHEN WEISS AND SIMON LLP Service code 29 · EIN 13-1592323 | Legal | $12,832 |
PITTA LLP1 year Service code 29 · EIN 26-3852082 | Legal | $5,432 |
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 | $45,305 | $44,059+2.8% | $71,671-36.8% | $69,631-34.9% |
| Participation rate | 100.0% | 60.8%+39.2pp | 68.7%+31.3pp | 70.7%+29.3pp |
| Annual return | 5.64% | 21.97%-16.3pp | 20.65%-15.0pp | 27571.02%-27565.4pp |
| Employer contribution / active EE | $3,272 | $1,305+150.7% | $2,460+33.0% | $2,032+61.0% |
| Participant deferral / active EE | $0 | $2,370-100.0% | $3,438-100.0% | $3,224-100.0% |
| Admin fee / account holder | $421 | $108+291.3% | $5,558-92.4% | $110+281.5% |