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| Provider | Service type | Compensation |
|---|---|---|
VESTWELL2 years Service code 13 · EIN 81-3062212 1410 BROADWAY FL 23 · NEW YORK, NY 10018 | Contract Administrator | $4,478 |
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 | $16,719 | $65,437-74.4% | $86,698-80.7% | $66,949-75.0% |
| Participation rate | 93.8% | 75.5%+18.3pp | 76.6%+17.2pp | 69.8%+23.9pp |
| Annual return | -13.51% | -10.91%-2.6pp | 35.96%-49.5pp | 1.57%-15.1pp |
| Employer contribution / active EE | $765 | $2,154-64.5% | $2,837-73.0% | $2,545-69.9% |
| Participant deferral / active EE | $3,137 | $4,102-23.5% | $4,656-32.6% | $4,239-26.0% |
| Admin fee / account holder | $93 | $642-85.6% | $7,492-98.8% | $594-84.4% |