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| Provider | Service type | Compensation |
|---|---|---|
GENOVES BURFO AND BROS LLC1+ years Service code 26 · EIN 45-5146130 | Advisory (Participants) | $33,319 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $1,165 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,848 | $51,769+89.0% | $57,356+70.6% | $52,331+87.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 75.1%+24.9pp | 68.1%+31.9pp |
| Annual return | 1.03% | 2.43%-1.4pp | 24.41%-23.4pp | 4.54%-3.5pp |
| Employer contribution / active EE | $6,030 | $2,335+158.2% | $2,689+124.3% | $1,882+220.4% |
| Participant deferral / active EE | $6,544 | $2,794+134.2% | $3,162+107.0% | $3,022+116.5% |
| Admin fee / account holder | $258 | $295-12.4% | $3,357-92.3% | $592-56.4% |