Plan Ledger DOL Form 5500 · updated monthly

The Burgiss Group LLC401(k)

BURGISS 401(K) PLAN · NEW YORK, NY · plan year 2022

Reported admin expense ratio · 2022
0.01%

Peer grade: A · admin costs + employer contributions vs same-size plans · how grading works

The Burgiss Group LLC reported $2,325 in plan administrative expenses for 2022: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $6,942 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other professional & technical services employers. By assets it is the 2,531st-largest of 5,648 plans among New York employers on file, and the 5,544th of 11,654 in professional & technical services. In 2022, employees put in $1.40 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$19,994,796
Participants with balances245
Active participants182
Employer contributions$1,263,486
Employee contributions$1,774,310
Employer contribution per active participant$6,942
Average account balance$81,611
Benefits paid to participants$686,376
Plan auditUnmodified (clean) audit opinion
AuditorMARCUM LLP
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$2,325
Total administrative$2,325
The The Burgiss Group LLC 401(k) match · 2022
Employer contribution per active participant$6,942
Median for plans this size$2,266

The Burgiss Group LLC's 2022 employer contribution ran above the $2,266 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$2,325 · 0.01%
Similar plansProfessional & Technical Services · New York
Sisense, Inc. NY$20.4M · 0.52%
M & J Engineering, P.C. NY$20.2M · 0.24%
Softheon, Inc. NY$20.1M · 0.32%
Chainalysis NY$19.8M · 0.13%
Med-Review, Inc. NY$19.7M · 0.73%
Crossmedia, Inc. NY$19.7M · 0.35%

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Source: U.S. Department of Labor, Form 5500 series, EIN 561529963 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.