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| Provider | Service type | Compensation |
|---|---|---|
VEERY CAPITAL3 years Service code 26 · EIN 83-1838623 | Advisory (Participants) | $25,915 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $24,148 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 13 · EIN 43-1451524 | Contract Administrator | $10,727 |
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 | $37,035 | $55,437-33.2% | $155,534-76.2% | $74,459-50.3% |
| Participation rate | 94.3% | 61.9%+32.4pp | 78.2%+16.0pp | 67.2%+27.0pp |
| Annual return | 12.40% | 269.58%-257.2pp | 64.92%-52.5pp | 1369.70%-1357.3pp |
| Employer contribution / active EE | $1 | $2,266-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $4,227 | $2,837+49.0% | $5,630-24.9% | $4,350-2.8% |
| Admin fee / account holder | $164 | $1,742-90.6% | $15,900-99.0% | $1,945-91.6% |