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| Provider | Service type | Compensation |
|---|---|---|
NEUBERGER BERMAN6+ years Filed as: NEUBERGER BERMAN TRUST CO. Service code 21 · EIN 27-2510082 | Bank Trustee | $173,402 |
MILLIMAN, INC.6+ years Service code 11 · EIN 91-0675641 | Actuarial | $38,369 |
HBE LLP2 years Service code 10 · EIN 47-0677245 | Accounting | $9,870 |
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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 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 | $198,586-100.0% | $312,618-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 31.8%-31.8pp | 13.5%-13.5pp |
| Annual return | 14.06% | 9.42%+4.6pp | 10.03%+4.0pp | 9.29%+4.8pp |
| Employer contribution / active EE | $0 | $18,905-100.0% | $38,789-100.0% | $15,168-100.0% |
| Participant deferral / active EE | $0 | $0 | $74-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $2,037-100.0% | $4,182-100.0% | $2,037-100.0% |