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| Provider | Service type | Compensation |
|---|---|---|
VESTWELL1 year Service code 13 · EIN 81-3062212 360 MADISON AVENUE, 15TH FLOOR · NEW YORK, NY 10017 | Contract Administrator | $18,386 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,417 | $56,317-44.2% | $71,209-55.9% | $74,304-57.7% |
| Participation rate | 97.4% | 55.1%+42.3pp | 73.8%+23.6pp | 60.3%+37.0pp |
| Annual return | 20.66% | 42.83%-22.2pp | 282.51%-261.8pp | 29.43%-8.8pp |
| Employer contribution / active EE | $967 | $2,160-55.2% | $2,721-64.4% | $2,241-56.8% |
| Participant deferral / active EE | $927 | $2,788-66.7% | $4,175-77.8% | $3,767-75.4% |
| Admin fee / account holder | $273 | $2,290-88.1% | $5,349-94.9% | $2,969-90.8% |