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| Provider | Service type | Compensation |
|---|---|---|
RETIREWELL ADMINISTRATORS1+ years Filed as: RETIREWELL ADMINISTRATORS, LLC Service code 15 · EIN 81-3429076 1002 LINCOLN DRIVE WEST · MARLTON, NJ 08053 | Recordkeeping | $2,101 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,142 | $59,535-57.8% | $90,161-72.1% | $62,293-59.6% |
| Participation rate | 50.8% | 73.0%-22.3pp | 76.9%-26.1pp | 69.5%-18.7pp |
| Annual return | 0.00% | 23.53%-23.5pp | 34.89%-34.9pp | 28.90%-28.9pp |
| Employer contribution / active EE | $25 | $1,826-98.6% | $3,318-99.3% | $2,042-98.8% |
| Participant deferral / active EE | $5,582 | $4,639+20.3% | $5,287+5.6% | $3,169+76.1% |
| Admin fee / account holder | $21 | $337-93.8% | $5,943-99.6% | $479-95.7% |