Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOSEPH D. VERRI Service code 27 · EIN 20-8764829 | Advisory (Plan) | $14,748 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $50 |
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 | $299,465 | $72,639+312.3% | $90,766+229.9% | $66,949+347.3% |
| Participation rate | 99.4% | 73.7%+25.7pp | 75.7%+23.7pp | 69.8%+29.6pp |
| Annual return | 4.63% | -12.28%+16.9pp | -12.16%+16.8pp | 1.57%+3.1pp |
| Employer contribution / active EE | $17,010 | $2,369+617.9% | $2,922+482.2% | $2,545+568.2% |
| Participant deferral / active EE | $0 | $3,979-100.0% | $4,565-100.0% | $4,239-100.0% |
| Admin fee / account holder | $51 | $708-92.7% | $8,446-99.4% | $594-91.3% |