Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
VESTWELL1 year Service code 13 · EIN 81-3062212 360 MADISON AVENUE · NEW YORK, NY 10017 | Contract Administrator | $21,276 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,642 | $62,686-67.1% | $178,505-88.4% | $77,762-73.5% |
| Participation rate | 39.4% | 66.9%-27.5pp | 77.1%-37.7pp | 70.6%-31.2pp |
| Annual return | 6.81% | 16.16%-9.3pp | 27.16%-20.3pp | 31.27%-24.5pp |
| Employer contribution / active EE | $807 | $1,914-57.8% | $3,955-79.6% | $2,728-70.4% |
| Participant deferral / active EE | $1,403 | $4,224-66.8% | $6,280-77.7% | $4,651-69.8% |
| Admin fee / account holder | $337 | $386-12.7% | $10,428-96.8% | $433-22.1% |