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| Provider | Service type | Compensation |
|---|---|---|
VESTWELL2 years Service code 13 · EIN 81-3062212 1410 BROADWAY FL 23 · NEW YORK, NY 10018 | Contract Administrator | $5,264 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,213 | $54,717-43.0% | $86,216-63.8% | $71,511-56.4% |
| Participation rate | 92.5% | 60.1%+32.4pp | 69.0%+23.6pp | 67.9%+24.6pp |
| Annual return | 49.00% | 20.07%+28.9pp | 1169.42%-1120.4pp | 28.86%+20.1pp |
| Employer contribution / active EE | $2,059 | $1,267+62.6% | $2,382-13.5% | $2,589-20.5% |
| Participant deferral / active EE | $4,727 | $3,110+52.0% | $3,986+18.6% | $4,291+10.2% |
| Admin fee / account holder | $42 | $1,922-97.8% | $6,853-99.4% | $1,588-97.3% |