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| Provider | Service type | Compensation |
|---|---|---|
VESTWELL1 year Service code 13 · EIN 81-3062212 360 MADISON AVE · NEW YORK, NY 10017 | Contract Administrator | $13,639 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,202 | $63,773-80.9% | $81,286-85.0% | $80,925-84.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.7%+32.3pp |
| Annual return | 6.48% | 16.37%-9.9pp | 24.80%-18.3pp | 35.65%-29.2pp |
| Employer contribution / active EE | $496 | $1,979-74.9% | $2,463-79.8% | $2,756-82.0% |
| Participant deferral / active EE | $1,213 | $3,093-60.8% | $3,883-68.8% | $4,299-71.8% |
| Admin fee / account holder | $163 | $5,682-97.1% | $5,764-97.2% | $6,940-97.7% |