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| Provider | Service type | Compensation |
|---|---|---|
NEUBERGER BERMAN9+ years Filed as: NEUBERGER BERMAN TRUST CO. Service code 21 · EIN 27-2510082 | Bank Trustee | $135,739 |
MILLIMAN, INC.9+ years Service code 11 · EIN 91-0675641 | Actuarial | $52,519 |
HBE LLP5 years Service code 10 · EIN 47-0677245 | Accounting | $8,812 |
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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 | $331,632-100.0% | $331,632-100.0% | $285,997-100.0% |
| Participation rate | 0.0% | 73.7%-73.7pp | 50.0%-50.0pp | 55.8%-55.8pp |
| Annual return | 9.65% | 10.23%-0.6pp | 10.60%-0.9pp | 24.44%-14.8pp |
| Employer contribution / active EE | $0 | $49,083-100.0% | $43,831-100.0% | $41,348-100.0% |
| Participant deferral / active EE | $0 | $161-100.0% | $166-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $25,063-100.0% | $25,063-100.0% | $22,013-100.0% |