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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 | $12,908 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,531 | $82,163-92.1% | $125,381-94.8% | $64,819-89.9% |
| Participation rate | 19.5% | 77.9%-58.3pp | 82.4%-62.8pp | 71.5%-51.9pp |
| Annual return | -14.49% | 3.49%-18.0pp | 572.31%-586.8pp | 32.84%-47.3pp |
| Employer contribution / active EE | $0 | $3,616-100.0% | $4,815-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $1,083 | $7,175-84.9% | $7,448-85.5% | $4,311-74.9% |
| Admin fee / account holder | $108 | $163-33.5% | $10,007-98.9% | $188-42.2% |