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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 | $12,689 |
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 | $30,404 | $79,223-61.6% | $102,460-70.3% | $74,478-59.2% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 19.97% | 54.98%-35.0pp | 29.47%-9.5pp | 1370.56%-1350.6pp |
| Employer contribution / active EE | $0 | $2,363-100.0% | $3,025-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $10,239 | $4,417+131.8% | $5,056+102.5% | $4,350+135.4% |
| Admin fee / account holder | $111 | $2,003-94.5% | $9,460-98.8% | $1,946-94.3% |