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| Provider | Service type | Compensation |
|---|---|---|
NEUBERGER BERMAN3+ years Filed as: NEUBERGER BERMAN TRUST CO. Service code 21 · EIN 27-2510082 | Bank Trustee | $186,302 |
MILLIMAN, INC.3+ years Service code 11 · EIN 91-0675641 | Actuarial | $50,000 |
FUHRMAN, SMOLSKY & FUREY, P.C.3+ years Service code 10 · EIN 47-0742379 | Accounting | $8,400 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,757-100.0% | $256,121-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.7%-37.7pp | 11.3%-11.3pp |
| Annual return | -11.37% | 10.65%-22.0pp | 9.60%-21.0pp | 10.41%-21.8pp |
| Employer contribution / active EE | $0 | $22,524-100.0% | $45,595-100.0% | $14,691-100.0% |
| Participant deferral / active EE | $0 | $398-100.0% | $255-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $2,646-100.0% | $9,523-100.0% | $2,646-100.0% |