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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GENOVESE BURFORD AND BROS Service code 26 · EIN 45-5146130 | Advisory (Participants) | $41,920 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $8,336 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $29 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $126,055 | $57,976+117.4% | $63,018+100.0% | $62,293+102.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 14.97% | 17.54%-2.6pp | 87.62%-72.6pp | 28.90%-13.9pp |
| Employer contribution / active EE | $6,479 | $2,415+168.3% | $2,761+134.7% | $2,042+217.2% |
| Participant deferral / active EE | $6,953 | $2,956+135.2% | $3,330+108.8% | $3,169+119.4% |
| Admin fee / account holder | $311 | $276+12.9% | $3,601-91.4% | $479-35.1% |