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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VERITAS INDEPENDENT PARTNERS Service code 27 · EIN 46-3578654 | Advisory (Plan) | $15,087 |
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $0 |
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.)
Annual investment return 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 | $44,240 | $59,267-25.4% | $96,575-54.2% | $79,393-44.3% |
| Participation rate | 28.2% | 61.9%-33.7pp | 69.8%-41.6pp | 70.7%-42.5pp |
| Annual return | 9.73% | 27.08%-17.3pp | 37.79%-28.1pp | 116.87%-107.1pp |
| Employer contribution / active EE | $751 | $1,216-38.2% | $2,357-68.1% | $2,428-69.1% |
| Participant deferral / active EE | $1,275 | $2,947-56.7% | $3,849-66.9% | $4,046-68.5% |
| Admin fee / account holder | $314 | $659-52.3% | $6,182-94.9% | $627-49.8% |