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| Provider | Service type | Compensation |
|---|---|---|
VESTWELL1 year Service code 13 · EIN 81-3062212 360 MADISON AVE, 15TH FLOOR · NEW YORK, NY 10017 | Contract Administrator | $17,453 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,830 | $29,507-93.8% | $56,025-96.7% | $77,762-97.6% |
| Participation rate | 53.8% | 32.7%+21.1pp | 52.5%+1.3pp | 70.6%-16.8pp |
| Annual return | 9.78% | 18.90%-9.1pp | 1712.69%-1702.9pp | 31.27%-21.5pp |
| Employer contribution / active EE | $0 | $570-100.0% | $1,042-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $447 | $1,062-57.9% | $1,955-77.2% | $4,651-90.4% |
| Admin fee / account holder | $71 | $1,041-93.2% | $2,828-97.5% | $433-83.7% |