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| Provider | Service type | Compensation |
|---|---|---|
VESTWELL2 years Service code 13 · EIN 81-3062212 360 MADISON AVE, 15TH FLOOR · NEW YORK, NY 10017 | Contract Administrator | $19,385 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,145 | $52,450-94.0% | $129,384-97.6% | $74,459-95.8% |
| Participation rate | 100.0% | 53.8%+46.2pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 6.21% | 15.65%-9.4pp | 9461.77%-9455.6pp | 1369.70%-1363.5pp |
| Employer contribution / active EE | $0 | $1,532-100.0% | $4,153-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,066 | $2,797-61.9% | $4,166-74.4% | $4,350-75.5% |
| Admin fee / account holder | $190 | $2,636-92.8% | $7,686-97.5% | $1,945-90.2% |