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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 | $106,230-51.2% | $147,080-64.7% | $77,736-33.3% |
| Participation rate | 100.0% | 78.4%+21.6pp | 82.2%+17.8pp | 70.6%+29.4pp |
| Annual return | 13.10% | 56.91%-43.8pp | 420.17%-407.1pp | 31.26%-18.2pp |
| Employer contribution / active EE | $2,286 | $4,072-43.9% | $4,933-53.7% | $2,728-16.2% |
| Participant deferral / active EE | $6,430 | $8,001-19.6% | $8,066-20.3% | $4,651+38.3% |
| Admin fee / account holder | $212 | $338-37.4% | $12,989-98.4% | $433-51.1% |