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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VERITAS INDEPENDENT PARTNERS Service code 27 · EIN 46-3578654 | Advisory (Plan) | $12,727 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $3,827 |
TD AMERITRADE, INC.1 year Service code 33 · EIN 82-0543156 | Direct payment from the plan; Securit... | $307 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,327 | $49,138-34.2% | $84,015-61.5% | $65,185-50.4% |
| Participation rate | 28.6% | 60.7%-32.2pp | 69.0%-40.4pp | 70.2%-41.6pp |
| Annual return | 20.05% | 23.00%-2.9pp | 71.31%-51.3pp | 29.38%-9.3pp |
| Employer contribution / active EE | $681 | $914-25.5% | $1,983-65.7% | $2,177-68.7% |
| Participant deferral / active EE | $1,128 | $2,397-52.9% | $3,239-65.2% | $3,514-67.9% |
| Admin fee / account holder | $359 | $543-34.0% | $6,101-94.1% | $847-57.6% |