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| Provider | Service type | Compensation |
|---|---|---|
NEUBERGER BERMAN2+ years Filed as: NEUBERGER BERMAN TRUST CO. Service code 21 · EIN 27-2510082 | Bank Trustee | $200,437 |
MILLIMAN, INC.2+ years Service code 11 · EIN 91-0675641 | Actuarial | $54,860 |
FUHRMAN, SMOLSKY & FUREY, P.C.2+ years Service code 10 · EIN 47-0742379 | Accounting | $8,400 |
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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 | $49,677-100.0% | $18,392,177-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.5%-37.5pp | 3.6%-3.6pp |
| Annual return | 38.60% | 5.61%+33.0pp | 3.99%+34.6pp | 11.88%+26.7pp |
| Employer contribution / active EE | $69,635 | $20,606+237.9% | $38,279+81.9% | $14,612+376.6% |
| Participant deferral / active EE | $0 | $1,936-100.0% | $386-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $140,034-100.0% | $637-100.0% |