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| Provider | Service type | Compensation |
|---|---|---|
NEUBERGER BERMAN2+ years Filed as: NEWBERGER BERMAN Service code 19 · EIN 02-0654486 | Securities Custodian | $58,863 |
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 | $50,709 | $71,523-29.1% | $98,461-48.5% | $71,511-29.1% |
| Participation rate | 96.5% | 72.7%+23.8pp | 75.2%+21.3pp | 67.9%+28.6pp |
| Annual return | 12.36% | 32.43%-20.1pp | 21.17%-8.8pp | 28.86%-16.5pp |
| Employer contribution / active EE | $2,344 | $2,399-2.3% | $3,049-23.1% | $2,589-9.5% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $4,738-100.0% | $4,291-100.0% |
| Admin fee / account holder | $329 | $1,676-80.4% | $8,961-96.3% | $1,588-79.3% |