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| Provider | Service type | Compensation |
|---|---|---|
VESTWELL1 year Service code 15 · EIN 81-3062212 | Recordkeeping | $8,536 |
Participant contribution per participant 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $16,661 | $62,132-73.2% | $185,827-91.0% | $73,493-77.3% |
| Participation rate | 98.1% | 67.8%+30.3pp | 78.0%+20.1pp | 70.7%+27.4pp |
| Annual return | 46.96% | 20.44%+26.5pp | 35.96%+11.0pp | 28.51%+18.5pp |
| Employer contribution / active EE | $744 | $1,681-55.8% | $4,087-81.8% | $2,270-67.2% |
| Participant deferral / active EE | $1,124 | $3,711-69.7% | $5,633-80.0% | $3,740-69.9% |
| Admin fee / account holder | $51 | $419-87.9% | $9,502-99.5% | $513-90.1% |