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| Provider | Service type | Compensation |
|---|---|---|
VESTWELL1+ years Service code 13 · EIN 81-3062212 360 MADISON AVENUE, 15TH FLOOR · NEW YORK, NY 10017 | Contract Administrator | $25 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $290 | $30,421-99.0% | $56,077-99.5% | $74,429-99.6% |
| Participation rate | 52.6% | 32.9%+19.7pp | 52.5%+0.1pp | 67.2%-14.6pp |
| Annual return | 0.00% | 24.94%-24.9pp | 1709.28%-1709.3pp | 1368.38%-1368.4pp |
| Employer contribution / active EE | $0 | $610-100.0% | $1,040-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $157 | $1,175-86.7% | $1,954-92.0% | $4,348-96.4% |
| Admin fee / account holder | $0 | $2,363-100.0% | $2,825-100.0% | $1,944-100.0% |