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| Provider | Service type | Compensation |
|---|---|---|
VEERY CAPITAL1 year Service code 26 · EIN 83-1838623 | Advisory (Participants) | $52,189 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,996 | $46,332-50.4% | $143,797-84.0% | $64,824-64.5% |
| Participation rate | 88.0% | 64.2%+23.7pp | 80.3%+7.7pp | 71.5%+16.5pp |
| Annual return | -12.17% | -10.05%-2.1pp | -0.04%-12.1pp | 32.84%-45.0pp |
| Employer contribution / active EE | $280 | $1,911-85.4% | $4,952-94.4% | $2,507-88.8% |
| Participant deferral / active EE | $3,644 | $2,647+37.7% | $5,638-35.4% | $4,311-15.5% |
| Admin fee / account holder | $169 | $154+10.1% | $14,679-98.8% | $188-9.9% |