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| Provider | Service type | Compensation |
|---|---|---|
NEUBERGER BERMAN5+ years Filed as: NEUBERGER BERMAN TRUST CO. Service code 21 · EIN 27-2510082 | Bank Trustee | $252,596 |
MILLIMAN, INC.5+ years Service code 11 · EIN 91-0675641 | Actuarial | $64,734 |
HBE LLP1 year Service code 10 · EIN 47-0677245 | Accounting | $9,900 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $46,244-100.0% | $248,520-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.1%-35.1pp | 2.8%-2.8pp |
| Annual return | 15.34% | 14.62%+0.7pp | 239.57%-224.2pp | 16.32%-1.0pp |
| Employer contribution / active EE | $0 | $21,307-100.0% | $43,837-100.0% | $17,007-100.0% |
| Participant deferral / active EE | $0 | $399-100.0% | $575-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $36,083-100.0% | $127-100.0% |