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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ENVESTNET Service code 51 · EIN 36-4319587 | Investment Mgmt Fees | $39,550 |
NEUBERGER BERMAN3+ years Filed as: NEUBERGER BERMAN TRUST CO. N.A. Service code 51 · EIN 27-2510082 | Investment Mgmt Fees | $26,070 |
NEUBERGER BERMAN2 years Filed as: NEUBERGER INVESTMENT ADVISERS LLC Service code 51 · EIN 13-5521910 | Investment Mgmt Fees | $22,275 |
EKON BENEFITS3+ years Service code 11 · EIN 43-1317863 4940 WASHINGTON BLVD. · ST. LOUIS, MO 63108 | Actuarial | $11,340 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $7,968-100.0% | $144,462-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 1.3%-1.3pp | 11.7%-11.7pp | 11.3%-11.3pp |
| Annual return | 10.63% | 11.14%-0.5pp | 16.78%-6.1pp | 10.41%+0.2pp |
| Employer contribution / active EE | $113,928 | $14,043+711.3% | $26,328+332.7% | $14,691+675.5% |
| Participant deferral / active EE | $0 | $91-100.0% | $97-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $110-100.0% | $20,893-100.0% | $2,646-100.0% |