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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VERITAS INDEPENDENT PARTNERS Service code 27 · EIN 46-3578654 | Advisory (Plan) | $15,989 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,460 | $49,451-14.1% | $79,580-46.6% | $66,938-36.6% |
| Participation rate | 26.6% | 61.3%-34.8pp | 69.5%-42.9pp | 69.8%-43.3pp |
| Annual return | -9.31% | 84.25%-93.6pp | 0.15%-9.5pp | 1.58%-10.9pp |
| Employer contribution / active EE | $667 | $1,266-47.3% | $2,413-72.4% | $2,545-73.8% |
| Participant deferral / active EE | $1,091 | $3,159-65.5% | $3,985-72.6% | $4,238-74.3% |
| Admin fee / account holder | $326 | $595-45.1% | $6,835-95.2% | $594-45.0% |