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| 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 | $59,467-10.7% | $93,727-43.3% | $74,478-28.7% |
| Participation rate | 67.7% | 59.6%+8.1pp | 68.7%-1.0pp | 67.2%+0.5pp |
| Annual return | 11.77% | 82.14%-70.4pp | 133.83%-122.1pp | 1370.56%-1358.8pp |
| Employer contribution / active EE | $186 | $1,267-85.3% | $2,421-92.3% | $2,626-92.9% |
| Participant deferral / active EE | $4,287 | $3,052+40.5% | $4,417-2.9% | $4,350-1.5% |
| Admin fee / account holder | $154 | $3,028-94.9% | $8,292-98.1% | $1,946-92.1% |