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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 | $1,625 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,606 | $49,451-64.4% | $79,580-77.9% | $66,938-73.7% |
| Participation rate | 100.0% | 61.3%+38.7pp | 69.5%+30.5pp | 69.8%+30.2pp |
| Annual return | -14.70% | 84.25%-99.0pp | 0.15%-14.9pp | 1.58%-16.3pp |
| Employer contribution / active EE | $2,493 | $1,266+97.0% | $2,413+3.3% | $2,545-2.0% |
| Participant deferral / active EE | $4,952 | $3,159+56.8% | $3,985+24.3% | $4,238+16.8% |
| Admin fee / account holder | $13 | $595-97.8% | $6,835-99.8% | $594-97.8% |