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| 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 | $59,448-100.0% | $93,696-100.0% | $74,459-100.0% |
| Participation rate | 0.0% | 59.6%-59.6pp | 68.7%-68.7pp | 67.2%-67.2pp |
| Annual return | 2.44% | 82.11%-79.7pp | 133.74%-131.3pp | 1369.70%-1367.3pp |
| Employer contribution / active EE | $1,190 | $1,266-6.0% | $2,422-50.9% | $2,626-54.7% |
| Participant deferral / active EE | $2,025 | $3,052-33.6% | $4,417-54.1% | $4,350-53.4% |
| Admin fee / account holder | $0 | $3,027-100.0% | $8,287-100.0% | $1,945-100.0% |