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| Provider | Service type | Compensation |
|---|---|---|
VESTWELL6 years Service code 13 · EIN 81-3062212 1410 BROADWAY FL 23 · NEW YORK, NY 10018 | Contract Administrator | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $0 | $64,640-100.0% | $81,820-100.0% | - |
| Participation rate | 0.0% | 64.3%-64.3pp | 72.4%-72.4pp | - |
| Annual return | 7.99% | 13.47%-5.5pp | 777.93%-769.9pp | - |
| Employer contribution / active EE | $0 | $3,040-100.0% | $2,915-100.0% | - |
| Participant deferral / active EE | $0 | $3,288-100.0% | $4,323-100.0% | - |
| Admin fee / account holder | $0 | $2,218-100.0% | $7,391-100.0% | - |