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| Provider | Service type | Compensation |
|---|---|---|
GREGORY BURGE2 years Filed as: GREGORY POWELL BURGE & CO INC Service code 49 | Other Services | $7,752 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,472 | $50,919+20.7% | $155,556-60.5% | $77,762-20.9% |
| Participation rate | 48.8% | 63.1%-14.3pp | 78.2%-29.4pp | 70.6%-21.8pp |
| Annual return | 16.56% | 34.84%-18.3pp | 64.84%-48.3pp | 31.27%-14.7pp |
| Employer contribution / active EE | $1,884 | $1,991-5.4% | $4,675-59.7% | $2,728-30.9% |
| Participant deferral / active EE | $4,326 | $2,824+53.2% | $5,631-23.2% | $4,651-7.0% |
| Admin fee / account holder | $493 | $437+12.9% | $15,885-96.9% | $433+13.9% |