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| Provider | Service type | Compensation |
|---|---|---|
VESTWELL1 year Service code 13 · EIN 81-3062212 1410 BROADWAY FL 23 · NEW YORK, NY 10018 | Contract Administrator | $4,911 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,545 | $64,286-89.8% | $90,970-92.8% | $73,412-91.1% |
| Participation rate | 14.1% | 63.6%-49.5pp | 69.0%-54.9pp | 72.2%-58.0pp |
| Annual return | 41.14% | 21.46%+19.7pp | 134.58%-93.4pp | 59.30%-18.2pp |
| Employer contribution / active EE | $0 | $895-100.0% | $2,122-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $507 | $2,453-79.3% | $3,373-85.0% | $3,806-86.7% |
| Admin fee / account holder | $108 | $287-62.5% | $5,960-98.2% | $158-31.9% |