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| Provider | Service type | Compensation |
|---|---|---|
VESTWELL2 years Service code 13 · EIN 81-3062212 360 MADISON AVENUE, 15TH FLOOR · NEW YORK, NY 10017 | Contract Administrator | $35,668 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $2,944 | $27,243-89.2% | $52,425-94.4% | $79,634-96.3% |
| Participation rate | 66.6% | 22.4%+44.2pp | 55.6%+11.0pp | 62.5%+4.1pp |
| Annual return | 24.14% | 63.36%-39.2pp | 302.12%-278.0pp | 36.46%-12.3pp |
| Employer contribution / active EE | $0 | $319-100.0% | $914-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $919 | $636+44.7% | $1,790-48.7% | $3,835-76.0% |
| Admin fee / account holder | $148 | $2,105-92.9% | $2,495-94.0% | $1,002-85.2% |