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| Provider | Service type | Compensation |
|---|---|---|
NEUBERGER BERMAN4+ years Filed as: NEUBERGER BERMAN TRUST COMPANY N.A. Service code 19 · EIN 27-2510082 | Securities Custodian | $142,518 |
Service code 13 · EIN 22-6082349 | Contract Administrator | $79,800 |
CALIBRE CPA GROUP PLLC2 years Service code 10 · EIN 47-0900880 | Accounting | $20,597 |
COHEN & STEERS4+ years Filed as: COHEN WEISS AND SIMON LLP Service code 29 · EIN 13-1592323 | Legal | $15,761 |
PITTA LLP2 years Service code 29 · EIN 26-3852082 | Legal | $7,554 |
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 | $46,929 | $41,467+13.2% | $67,313-30.3% | $55,725-15.8% |
| Participation rate | 100.0% | 62.5%+37.5pp | 69.1%+30.9pp | 70.9%+29.1pp |
| Annual return | -3.31% | 0.82%-4.1pp | -4.08%+0.8pp | 244.93%-248.2pp |
| Employer contribution / active EE | $3,846 | $1,316+192.2% | $2,566+49.9% | $2,078+85.1% |
| Participant deferral / active EE | $0 | $2,399-100.0% | $3,568-100.0% | $3,356-100.0% |
| Admin fee / account holder | $455 | $102+345.8% | $4,507-89.9% | $115+295.0% |