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| Provider | Service type | Compensation |
|---|---|---|
NEUBERGER BERMAN1+ years Filed as: NEUBERGER BERMAN TRUST CO. Service code 21 · EIN 27-2510082 | Bank Trustee | $197,264 |
MILLIMAN, INC.1+ years Service code 11 · EIN 91-0675641 | Actuarial | $48,964 |
FUHRMAN, SMOLSKY & FUREY, P.C.1+ years Service code 10 · EIN 47-0742379 | Accounting | $8,400 |
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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 | $211,396-100.0% | $186,087-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.8%-37.8pp | 4.3%-4.3pp |
| Annual return | -2.58% | -1.76%-0.8pp | -2.13%-0.4pp | 2.81%-5.4pp |
| Employer contribution / active EE | $3,429 | $19,174-82.1% | $34,127-90.0% | $16,358-79.0% |
| Participant deferral / active EE | $0 | $0 | $131-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $941-100.0% | $1,639-100.0% |