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| Provider | Service type | Compensation |
|---|---|---|
VESTWELL3 years Service code 13 · EIN 81-3062212 360 MADISON AVE, 15TH FLOOR · NEW YORK, NY 10017 | Contract Administrator | $30,486 |
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 | $25,187 | $76,112-66.9% | $96,544-73.9% | $71,529-64.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 76.0%+24.0pp | 67.9%+32.1pp |
| Annual return | 24.22% | 22.80%+1.4pp | 25.88%-1.7pp | 28.97%-4.8pp |
| Employer contribution / active EE | $810 | $2,248-64.0% | $2,966-72.7% | $2,590-68.7% |
| Participant deferral / active EE | $2,394 | $4,217-43.2% | $4,851-50.7% | $4,291-44.2% |
| Admin fee / account holder | $218 | $2,708-92.0% | $8,254-97.4% | $1,588-86.3% |