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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 | $8,055 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,279 | $45,343-95.0% | $150,298-98.5% | $67,986-96.6% |
| Participation rate | 67.2% | 51.9%+15.3pp | 77.8%-10.6pp | 57.2%+10.0pp |
| Annual return | 0.00% | 33.28%-33.3pp | 62.79%-62.8pp | 31.67%-31.7pp |
| Employer contribution / active EE | $665 | $1,462-54.5% | $4,154-84.0% | $2,019-67.0% |
| Participant deferral / active EE | $892 | $2,055-56.6% | $5,453-83.6% | $3,358-73.4% |
| Admin fee / account holder | $66 | $2,250-97.1% | $14,116-99.5% | $3,203-97.9% |