Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
VESTWELL1 year Service code 13 · EIN 81-3062212 360 MADISON AVE · NEW YORK, NY 10017 | Contract Administrator | $9,394 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $59,402-100.0% | $93,654-100.0% | $74,546-100.0% |
| Participation rate | 0.0% | 59.7%-59.7pp | 68.7%-68.7pp | 67.2%-67.2pp |
| Annual return | 2.44% | 81.86%-79.4pp | 133.34%-130.9pp | 1366.03%-1363.6pp |
| Employer contribution / active EE | $1,190 | $1,265-5.9% | $2,421-50.8% | $2,624-54.6% |
| Participant deferral / active EE | $2,025 | $3,049-33.6% | $4,413-54.1% | $4,347-53.4% |
| Admin fee / account holder | $0 | $3,023-100.0% | $8,282-100.0% | $1,944-100.0% |