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| Provider | Service type | Compensation |
|---|---|---|
NEUBERGER BERMAN1 year Filed as: NEUBERGER INVESTMENT ADVISERS LLC Service code 51 · EIN 13-5521910 | Investment Mgmt Fees | $37,247 |
Filed as: ENVESTNET Service code 51 · EIN 36-4319587 | Investment Mgmt Fees | $24,827 |
NEUBERGER BERMAN2+ years Filed as: NEUBERGER BERMAN TRUST CO. N.A. Service code 51 · EIN 27-2510082 | Investment Mgmt Fees | $21,570 |
EKON BENEFITS2+ years Service code 11 · EIN 43-1317863 4940 WASHINGTON BLVD. · ST. LOUIS, MO 63108 | Actuarial | $11,400 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $52,729-100.0% | $151,941-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 12.6%-12.6pp |
| Annual return | 6.08% | 4.69%+1.4pp | 5.44%+0.6pp | 4.56%+1.5pp |
| Employer contribution / active EE | $14,604 | $15,631-6.6% | $25,481-42.7% | $15,526-5.9% |
| Participant deferral / active EE | $0 | $53-100.0% | $65-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,711-100.0% | $11,765-100.0% | $1,711-100.0% |