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| Provider | Service type | Compensation |
|---|---|---|
VESTWELL1 year Service code 13 · EIN 81-3062212 360 MADISON AVENUE · NEW YORK, NY 10017 | Contract Administrator | $21,276 |
3 funds of $250K or more; 28 lines in all, holding $2.4M of the plan's $2.4M. From the 2024 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Schwab International Equity ETF Charles Schwab · ETF | $285K | 12.1% |
| Exchange Traded Funds Manager not matched · Mutual fund | $257K | 10.9% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $252K | 10.7% |
| State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF State Street (SSgA) · ETF Index | $239K | 10.1% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $223K | 9.5% |
| Nuveen Core Bond Fund Premier R6 TIAA (Nuveen) · Mutual fund | $152K | 6.5% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $145K | 6.2% |
| State Street(R) SPDR(R) Portfolio Mortgage Backed Bond ETF State Street (SSgA) · ETF | $143K | 6.1% |
| Vanguard Ftse Emerging Markets Vanguard · Mutual fund | $102K | 4.4% |
| State Street(R) SPDR(R) Portfolio Long Term Treasury ETF State Street (SSgA) · ETF | $81K | 3.4% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.