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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 | $7,194 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,406 | $59,402-40.4% | $93,654-62.2% | $74,546-52.5% |
| Participation rate | 100.0% | 59.7%+40.3pp | 68.7%+31.3pp | 67.2%+32.8pp |
| Annual return | 19.38% | 81.86%-62.5pp | 133.34%-114.0pp | 1366.03%-1346.7pp |
| Employer contribution / active EE | $2,194 | $1,265+73.5% | $2,421-9.4% | $2,624-16.4% |
| Participant deferral / active EE | $4,902 | $3,049+60.8% | $4,413+11.1% | $4,347+12.7% |
| Admin fee / account holder | $70 | $3,023-97.7% | $8,282-99.2% | $1,944-96.4% |