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| Provider | Service type | Compensation |
|---|---|---|
VESTWELL1+ years Service code 13 · EIN 81-3062212 360 MADISON AVE, 15TH FLOOR · NEW YORK, NY 10017 | Contract Administrator | $14,980 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,911 | $48,432-96.1% | $121,204-98.4% | $71,511-97.3% |
| Participation rate | 100.0% | 54.3%+45.7pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | 0.00% | 23.28%-23.3pp | 987.18%-987.2pp | 28.86%-28.9pp |
| Employer contribution / active EE | $0 | $1,493-100.0% | $4,170-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $1,661 | $2,756-39.7% | $4,083-59.3% | $4,291-61.3% |
| Admin fee / account holder | $65 | $1,845-96.5% | $5,651-98.9% | $1,588-95.9% |