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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 | $6,591 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,248 | $100,801-90.8% | $149,730-93.8% | $73,412-87.4% |
| Participation rate | 20.1% | 77.7%-57.6pp | 82.5%-62.4pp | 72.2%-52.1pp |
| Annual return | 25.03% | 265.34%-240.3pp | 276.70%-251.7pp | 59.30%-34.3pp |
| Employer contribution / active EE | $0 | $3,312-100.0% | $4,645-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $891 | $6,404-86.1% | $6,843-87.0% | $3,806-76.6% |
| Admin fee / account holder | $92 | $181-49.1% | $9,310-99.0% | $158-41.7% |