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| Provider | Service type | Compensation |
|---|---|---|
NEUBERGER BERMAN3+ years Filed as: NEWBERGER BERMAN Service code 19 · EIN 02-0654486 | Securities Custodian | $74,587 |
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 | $51,803 | $78,562-34.1% | $105,608-50.9% | $74,429-30.4% |
| Participation rate | 96.5% | 72.8%+23.7pp | 75.3%+21.2pp | 67.2%+29.3pp |
| Annual return | 9.92% | 15.94%-6.0pp | 116.50%-106.6pp | 1368.38%-1358.5pp |
| Employer contribution / active EE | $2,500 | $2,521-0.8% | $3,167-21.1% | $2,625-4.8% |
| Participant deferral / active EE | $0 | $4,321-100.0% | $5,010-100.0% | $4,348-100.0% |
| Admin fee / account holder | $379 | $2,217-82.9% | $11,028-96.6% | $1,944-80.5% |