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| Provider | Service type | Compensation |
|---|---|---|
GENOVESE BURFORD & BROTHERS2 years Filed as: GENOVESE BURFORD AND BROS Service code 26 · EIN 45-5146130 | Advisory (Participants) | $42,649 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $10,856 |
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 | $111,654 | $55,002+103.0% | $59,899+86.4% | $56,289+98.4% |
| Participation rate | 99.2% | 75.9%+23.3pp | 74.7%+24.5pp | 69.9%+29.3pp |
| Annual return | -4.45% | 1.13%-5.6pp | 3.46%-7.9pp | -9.96%+5.5pp |
| Employer contribution / active EE | $6,547 | $2,448+167.5% | $2,723+140.5% | $2,111+210.1% |
| Participant deferral / active EE | $6,690 | $3,121+114.3% | $3,402+96.6% | $3,350+99.7% |
| Admin fee / account holder | $320 | $236+35.7% | $3,592-91.1% | $521-38.6% |