Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
VESTWELL2+ years Service code 13 · EIN 81-3062212 360 MADISON AVE, 15TH FLOOR · NEW YORK, NY 10017 | Contract Administrator | $7,533 |
14 funds hold $10K of the plan's $11K. From the 2024 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Total Market Index Fund Fidelity (FMR) · Mutual fund Index | $2K | 20.4% |
| Scwab Total Stock Market Manager not matched · Mutual fund Index | $2K | 19.9% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $1K | 15.4% |
| iShares Core U.S. Aggregate Bond ETF BlackRock · ETF | $977 | 10.1% |
| Fidelity Emerging Markets Index Fund Fidelity (FMR) · Mutual fund Index | $614 | 6.4% |
| Schwab Intl Equity Eft Charles Schwab · Mutual fund | $514 | 5.3% |
| Fidelity U.S. Bond Index Fund (Instl Premium) Fidelity (FMR) · Mutual fund Index | $457 | 4.7% |
| Scwab US Agregate Bond Index Manager not matched · Mutual fund Index | $428 | 4.4% |
| iShares Core S&P 500 BlackRock · ETF Index | $301 | 3.1% |
| Vanguard Value Fd EFT Vanguard · Mutual fund | $246 | 2.5% |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.