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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VERITAS INDEPENDENT PARTNERS Service code 27 · EIN 46-3578654 | Advisory (Plan) | $13,627 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $36,047 | $54,573-33.9% | $90,970-60.4% | $73,497-51.0% |
| Participation rate | 33.9% | 61.2%-27.2pp | 69.0%-35.1pp | 70.7%-36.7pp |
| Annual return | 12.64% | 16.69%-4.0pp | 134.60%-122.0pp | 28.51%-15.9pp |
| Employer contribution / active EE | $835 | $991-15.8% | $2,122-60.7% | $2,270-63.2% |
| Participant deferral / active EE | $1,396 | $2,517-44.5% | $3,373-58.6% | $3,740-62.7% |
| Admin fee / account holder | $262 | $521-49.7% | $5,961-95.6% | $513-48.9% |