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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 | $12,133 |
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.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,890 | $58,320-84.8% | $86,436-89.7% | $66,914-86.7% |
| Participation rate | 70.9% | 78.6%-7.7pp | 80.3%-9.4pp | 69.8%+1.1pp |
| Annual return | -25.35% | -9.71%-15.6pp | 4394.89%-4420.2pp | 1.58%-26.9pp |
| Employer contribution / active EE | $1,455 | $2,615-44.4% | $3,769-61.4% | $2,544-42.8% |
| Participant deferral / active EE | $3,740 | $6,899-45.8% | $6,952-46.2% | $4,237-11.7% |
| Admin fee / account holder | $137 | $546-75.0% | $6,731-98.0% | $593-77.0% |