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| Provider | Service type | Compensation |
|---|---|---|
VESTWELL2 years Service code 13 · EIN 81-3062212 360 MADISON AVENUE, 15TH FLOOR · NEW YORK, NY 10017 | Contract Administrator | $104,779 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,544 | $29,546-84.6% | $56,441-91.9% | $77,671-94.1% |
| Participation rate | 100.0% | 32.7%+67.3pp | 52.5%+47.5pp | 70.6%+29.4pp |
| Annual return | 10.03% | 19.01%-9.0pp | 1704.21%-1694.2pp | 31.21%-21.2pp |
| Employer contribution / active EE | $427 | $568-24.9% | $1,039-59.0% | $2,726-84.4% |
| Participant deferral / active EE | $1,550 | $1,061+46.2% | $1,953-20.6% | $4,648-66.6% |
| Admin fee / account holder | $156 | $1,046-85.1% | $2,829-94.5% | $430-63.8% |