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| Provider | Service type | Compensation |
|---|---|---|
VESTWELL1 year Service code 13 · EIN 81-3062212 1410 BROADWAY FL 23 · NEW YORK, NY 10018 | Contract Administrator | $1,365 |
Participant contribution per participant 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,352 | $77,157-95.7% | $108,405-96.9% | $85,851-96.1% |
| Participation rate | 89.0% | 74.7%+14.4pp | 80.1%+8.9pp | 69.3%+19.7pp |
| Annual return | 41.53% | 44.55%-3.0pp | 905.55%-864.0pp | 318.63%-277.1pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,559-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,618 | $5,567-70.9% | $6,563-75.3% | $3,952-59.1% |
| Admin fee / account holder | $8 | $5,174-99.8% | $7,297-99.9% | $6,261-99.9% |