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| Provider | Service type | Compensation |
|---|---|---|
VESTWELL3 years Service code 13 · EIN 81-3062212 1410 BROADWAY FL 23 · NEW YORK, NY 10018 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $33,315 | $61,356-45.7% | $149,696-77.7% | $71,511-53.4% |
| Participation rate | 68.4% | 62.5%+5.8pp | 78.8%-10.4pp | 67.9%+0.4pp |
| Annual return | 21.32% | 35.86%-14.5pp | 134.46%-113.1pp | 28.86%-7.5pp |
| Employer contribution / active EE | $4,355 | $2,382+82.9% | $4,821-9.7% | $2,589+68.2% |
| Participant deferral / active EE | $9,022 | $2,920+209.0% | $5,682+58.8% | $4,291+110.3% |
| Admin fee / account holder | $172 | $1,263-86.4% | $13,212-98.7% | $1,588-89.2% |