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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GENOVESE BURFO AND BROS Service code 26 · EIN 45-5146130 | Advisory (Participants) | $37,194 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $727 |
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 | $109,206 | $52,467+108.1% | $57,196+90.9% | $55,167+98.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 75.3%+24.7pp | 69.0%+31.0pp |
| Annual return | 7.27% | 7.72%-0.5pp | 14.59%-7.3pp | 169.23%-162.0pp |
| Employer contribution / active EE | $6,212 | $2,477+150.8% | $2,683+131.6% | $1,963+216.5% |
| Participant deferral / active EE | $7,224 | $2,830+155.2% | $3,096+133.3% | $3,054+136.5% |
| Admin fee / account holder | $272 | $269+1.1% | $3,141-91.3% | $504-46.0% |