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| Provider | Service type | Compensation |
|---|---|---|
VERITAS WEALTH ADVISORS11+ years Service code 27 · EIN 20-0488076 | Advisory (Plan) | $15,945 |
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,716 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,336 | $66,098-2.7% | $101,794-36.8% | $74,304-13.4% |
| Participation rate | 60.7% | 53.8%+7.0pp | 69.2%-8.5pp | 60.3%+0.4pp |
| Annual return | 14.14% | 19.59%-5.5pp | 30.53%-16.4pp | 29.43%-15.3pp |
| Employer contribution / active EE | $205 | $1,082-81.1% | $2,289-91.1% | $2,241-90.9% |
| Participant deferral / active EE | $3,909 | $2,781+40.5% | $4,084-4.3% | $3,767+3.8% |
| Admin fee / account holder | $174 | $4,146-95.8% | $8,777-98.0% | $2,969-94.1% |