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| Provider | Service type | Compensation |
|---|---|---|
NEUBERGER BERMAN1+ years Filed as: NEWBERGER BERMAN Service code 19 · EIN 02-0654486 | Securities Custodian | $63,704 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,435 | $72,620-49.8% | $90,760-59.9% | $66,938-45.6% |
| Participation rate | 96.3% | 73.7%+22.6pp | 75.7%+20.6pp | 69.8%+26.5pp |
| Annual return | -9.60% | -12.28%+2.7pp | -12.16%+2.6pp | 1.58%-11.2pp |
| Employer contribution / active EE | $2,640 | $2,369+11.4% | $2,922-9.6% | $2,545+3.7% |
| Participant deferral / active EE | $0 | $3,979-100.0% | $4,565-100.0% | $4,238-100.0% |
| Admin fee / account holder | $277 | $707-60.8% | $8,444-96.7% | $594-53.3% |