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| Provider | Service type | Compensation |
|---|---|---|
VESTWELL3 years Service code 13 · EIN 81-3062212 1410 BROADWAY FL 23 · NEW YORK, NY 10018 | Contract Administrator | $26,075 |
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 | $14,078 | $63,768-77.9% | $98,483-85.7% | $79,391-82.3% |
| Participation rate | 79.2% | 69.9%+9.3pp | 73.3%+5.8pp | 70.7%+8.5pp |
| Annual return | 16.83% | 626.18%-609.3pp | 1494.38%-1477.5pp | 116.88%-100.0pp |
| Employer contribution / active EE | $1,232 | $2,558-51.8% | $2,961-58.4% | $2,428-49.3% |
| Participant deferral / active EE | $2,085 | $3,305-36.9% | $4,276-51.2% | $4,046-48.5% |
| Admin fee / account holder | $157 | $516-69.5% | $5,953-97.4% | $627-74.9% |