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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 | $79,181-61.6% | $102,423-70.3% | $74,429-59.2% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 19.97% | 54.97%-35.0pp | 29.42%-9.5pp | 1368.38%-1348.4pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,023-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $10,239 | $4,416+131.9% | $5,054+102.6% | $4,348+135.5% |
| Admin fee / account holder | $111 | $2,002-94.5% | $9,455-98.8% | $1,944-94.3% |