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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 35-1140070 1300 S CLINTON STREET · FORT WAYNE, IN 46801 | Contract Administrator | $10,823 |
Filed as: RETIREWELL ADMINISTRATORS LLC Service code 15 · EIN 46-2684976 1002 LINCOLN DRIVE W, STE. H · MARLTON, NJ 08053 | Recordkeeping | $1,415 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,403 | $46,072+150.5% | $69,779+65.4% | $55,167+109.2% |
| Participation rate | 8.3% | 67.5%-59.1pp | 71.8%-63.5pp | 69.0%-60.7pp |
| Annual return | -36.34% | 8.68%-45.0pp | 12.99%-49.3pp | 169.23%-205.6pp |
| Employer contribution / active EE | $566 | $1,500-62.2% | $2,338-75.8% | $1,963-71.1% |
| Participant deferral / active EE | $1,137 | $2,344-51.5% | $2,931-61.2% | $3,054-62.8% |
| Admin fee / account holder | $1,020 | $428+138.5% | $4,381-76.7% | $504+102.4% |