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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 | $59,456-40.5% | $93,669-62.2% | $74,429-52.4% |
| Participation rate | 100.0% | 59.6%+40.4pp | 68.7%+31.3pp | 67.2%+32.8pp |
| Annual return | 19.38% | 82.00%-62.6pp | 133.59%-114.2pp | 1368.38%-1349.0pp |
| Employer contribution / active EE | $2,194 | $1,266+73.3% | $2,424-9.5% | $2,625-16.4% |
| Participant deferral / active EE | $4,902 | $3,052+60.6% | $4,416+11.0% | $4,348+12.7% |
| Admin fee / account holder | $70 | $3,026-97.7% | $8,291-99.2% | $1,944-96.4% |