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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOSEPH VERRI Service code 27 · EIN 20-8764829 | Advisory (Plan) | $18,950 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $309,492 | $71,534+332.6% | $98,462+214.3% | $71,529+332.7% |
| Participation rate | 100.0% | 72.7%+27.3pp | 75.2%+24.8pp | 67.9%+32.1pp |
| Annual return | 13.30% | 32.44%-19.1pp | 21.17%-7.9pp | 28.97%-15.7pp |
| Employer contribution / active EE | $10,503 | $2,399+337.7% | $3,049+244.5% | $2,590+305.6% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $4,738-100.0% | $4,291-100.0% |
| Admin fee / account holder | $69 | $1,677-95.9% | $8,875-99.2% | $1,588-95.7% |