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| Provider | Service type | Compensation |
|---|---|---|
VESTWELL2 years Service code 13 · EIN 81-3062212 1410 BROADWAY FL 23 · NEW YORK, NY 10018 | Contract Administrator | $20,072 |
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 | $14,285 | $66,124-78.4% | $90,461-84.2% | $73,497-80.6% |
| Participation rate | 79.4% | 69.7%+9.7pp | 72.7%+6.7pp | 70.7%+8.7pp |
| Annual return | 17.22% | 17.65%-0.4pp | 1294.76%-1277.5pp | 28.51%-11.3pp |
| Employer contribution / active EE | $1,233 | $2,346-47.4% | $3,264-62.2% | $2,270-45.7% |
| Participant deferral / active EE | $2,027 | $3,039-33.3% | $3,964-48.9% | $3,740-45.8% |
| Admin fee / account holder | $148 | $396-62.7% | $5,617-97.4% | $513-71.2% |