Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
VERITAS WEALTH ADVISORS10+ years Service code 27 · EIN 20-0488076 | Advisory (Plan) | $14,141 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,512 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,109 | $59,456-10.7% | $93,669-43.3% | $74,429-28.6% |
| Participation rate | 67.7% | 59.6%+8.0pp | 68.7%-1.0pp | 67.2%+0.5pp |
| Annual return | 11.77% | 82.00%-70.2pp | 133.59%-121.8pp | 1368.38%-1356.6pp |
| Employer contribution / active EE | $186 | $1,266-85.3% | $2,424-92.3% | $2,625-92.9% |
| Participant deferral / active EE | $4,287 | $3,052+40.5% | $4,416-2.9% | $4,348-1.4% |
| Admin fee / account holder | $154 | $3,026-94.9% | $8,291-98.1% | $1,944-92.1% |