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| Provider | Service type | Compensation |
|---|---|---|
VESTWELL4 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,864 | $106,110-51.1% | $147,005-64.7% | $77,671-33.2% |
| Participation rate | 100.0% | 78.4%+21.6pp | 82.2%+17.8pp | 70.6%+29.4pp |
| Annual return | 13.10% | 56.77%-43.7pp | 418.76%-405.7pp | 31.21%-18.1pp |
| Employer contribution / active EE | $2,286 | $4,065-43.8% | $4,934-53.7% | $2,726-16.1% |
| Participant deferral / active EE | $6,430 | $7,992-19.5% | $8,070-20.3% | $4,648+38.3% |
| Admin fee / account holder | $212 | $338-37.3% | $13,006-98.4% | $430-50.8% |