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| Provider | Service type | Compensation |
|---|---|---|
NEUBERGER BERMAN10+ years Filed as: NEUBERGER BERMAN TRUST CO. Service code 21 · EIN 27-2510082 | Bank Trustee | $152,913 |
MILLIMAN, INC.10+ years Service code 11 · EIN 91-0675641 | Actuarial | $46,782 |
HBE LLP6 years Service code 10 · EIN 47-0677245 | Accounting | $12,925 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $468,422-100.0% | $468,422-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 51.6%-51.6pp | 30.5%-30.5pp | 43.7%-43.7pp |
| Annual return | 3.74% | 6.49%-2.7pp | 6.89%-3.2pp | 13.05%-9.3pp |
| Employer contribution / active EE | $0 | $48,281-100.0% | $43,868-100.0% | $37,664-100.0% |
| Participant deferral / active EE | $0 | $30-100.0% | $44-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $1,988-100.0% | $1,988-100.0% | $31,365-100.0% |