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| Provider | Service type | Compensation |
|---|---|---|
VESTWELL2 years Service code 13 · EIN 81-3062212 1410 BROADWAY FL 23 · NEW YORK, NY 10018 | Contract Administrator | $30,975 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,262 | $84,482-66.5% | $125,363-77.5% | $66,930-57.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -16.37% | -8.49%-7.9pp | 572.15%-588.5pp | 1.57%-17.9pp |
| Employer contribution / active EE | $2,594 | $3,553-27.0% | $4,815-46.1% | $2,545+1.9% |
| Participant deferral / active EE | $9,945 | $6,782+46.7% | $7,447+33.5% | $4,238+134.7% |
| Admin fee / account holder | $105 | $685-84.7% | $10,005-99.0% | $593-82.3% |