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| Provider | Service type | Compensation |
|---|---|---|
NEUBERGER BERMAN6 years Filed as: NEUBERGER BERMAN INVESTMENT ADVISER Service code 28 · EIN 13-5521910 | Investment Management | $282,181 |
NEUBERGER BERMAN7 years Filed as: NEUBERGER BERMAN TRUST COMPANY N.A. Service code 19 · EIN 27-2510082 | Securities Custodian | $189,079 |
BUCK GLOBAL, LLC8 years Service code 11 · EIN 13-3954297 | Actuarial | $71,651 |
Service code 29 · EIN 38-1422647 | Legal | $23,610 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $325,553-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 2.1%-2.1pp |
| Annual return | 9.49% | 8.17%+1.3pp | 9.14%+0.3pp | 7.65%+1.8pp |
| Employer contribution / active EE | $0 | $16,702-100.0% | $40,523-100.0% | $20,582-100.0% |
| Participant deferral / active EE | $0 | $776-100.0% | $42-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $17,411-100.0% | $193-100.0% |