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| Provider | Service type | Compensation |
|---|---|---|
VESTWELL1 year Service code 13 · EIN 81-3062212 550 7TH AVE · NEW YORK, NY 10018 | Contract Administrator | $119,429 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $96,969 | $99,957-3.0% | $149,730-35.2% | $73,493+31.9% |
| Participation rate | 0.0% | 75.7%-75.7pp | 82.5%-82.5pp | 70.7%-70.7pp |
| Annual return | 1872.02% | 53.87%+1818.1pp | 276.70%+1595.3pp | 28.51%+1843.5pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,645-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $9,737 | $6,073+60.3% | $6,843+42.3% | $3,740+160.4% |
| Admin fee / account holder | $574 | $551+4.3% | $9,310-93.8% | $513+11.9% |