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| Provider | Service type | Compensation |
|---|---|---|
VESTWELL1+ years Service code 13 · EIN 81-3062212 360 MADISON AVE, 15TH FLOOR · NEW YORK, NY 10017 | Contract Administrator | $260 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $29,525-100.0% | $56,033-100.0% | $77,736-100.0% |
| Participation rate | 0.0% | 32.7%-32.7pp | 52.5%-52.5pp | 70.6%-70.6pp |
| Annual return | 0.00% | 18.90%-18.9pp | 1711.38%-1711.4pp | 31.26%-31.3pp |
| Employer contribution / active EE | $0 | $569-100.0% | $1,041-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $11 | $1,062-98.9% | $1,954-99.4% | $4,651-99.8% |
| Admin fee / account holder | $0 | $1,040-100.0% | $2,827-100.0% | $433-100.0% |