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| Provider | Service type | Compensation |
|---|---|---|
VESTWELL4 years Service code 13 · EIN 81-3062212 360 MADISON AVE, 15TH FLOOR · NEW YORK, NY 10017 | Contract Administrator | $21,351 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $30,987 | $79,223-60.9% | $102,460-69.8% | $74,478-58.4% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 9.72% | 54.98%-45.3pp | 29.47%-19.8pp | 1370.56%-1360.8pp |
| Employer contribution / active EE | $367 | $2,363-84.5% | $3,025-87.9% | $2,626-86.0% |
| Participant deferral / active EE | $1,969 | $4,417-55.4% | $5,056-61.1% | $4,350-54.7% |
| Admin fee / account holder | $268 | $2,003-86.6% | $9,460-97.2% | $1,946-86.2% |