Filed March 27, 2019
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| Provider | Service type | Compensation |
|---|---|---|
NEUBERGER BERMAN3+ years Filed as: NEUBERGER BERMAN TRUST COMPANY N.A. Service code 21 · EIN 27-2510082 | Bank Trustee | $73,608 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $202,389-100.0% | $198,173-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 48.7%-48.7pp | 42.0%-42.0pp | 45.9%-45.9pp |
| Annual return | 12.33% | 9.90%+2.4pp | 10.16%+2.2pp | 10.21%+2.1pp |
| Employer contribution / active EE | $117,500 | $36,071+225.7% | $33,192+254.0% | $42,272+178.0% |
| Participant deferral / active EE | $0 | $65-100.0% | $66-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $7,397-100.0% | $7,531-100.0% | $13,518-100.0% |