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| Provider | Service type | Compensation |
|---|---|---|
VESTWELL3 years Service code 13 · EIN 81-3062212 360 MADISON AVENUE, 15TH FLOOR · NEW YORK, NY 10017 | Contract Administrator | $10,544 |
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 | $62,712 | $101,653-38.3% | $147,080-57.4% | $74,459-15.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 17.01% | 8754.98%-8738.0pp | 420.17%-403.2pp | 1369.70%-1352.7pp |
| Employer contribution / active EE | $3,732 | $3,813-2.1% | $4,933-24.4% | $2,626+42.1% |
| Participant deferral / active EE | $7,609 | $7,304+4.2% | $8,066-5.7% | $4,350+74.9% |
| Admin fee / account holder | $56 | $1,752-96.8% | $12,989-99.6% | $1,945-97.1% |