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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOSEPH D. VERRI Service code 27 · EIN 20-8764829 | Advisory (Plan) | $10,302 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $307,792 | $79,438+287.5% | $106,554+188.9% | $79,389+287.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 76.1%+23.9pp | 70.7%+29.3pp |
| Annual return | 51.07% | 18.27%+32.8pp | 26.80%+24.3pp | 116.89%-65.8pp |
| Employer contribution / active EE | $9,703 | $2,235+334.2% | $2,819+244.2% | $2,428+299.6% |
| Participant deferral / active EE | $0 | $3,824-100.0% | $4,398-100.0% | $4,046-100.0% |
| Admin fee / account holder | $45 | $523-91.3% | $7,408-99.4% | $626-92.8% |