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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 | $48,047 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,479 | $27,243-90.9% | $52,425-95.3% | $79,634-96.9% |
| Participation rate | 62.2% | 22.4%+39.8pp | 55.6%+6.6pp | 62.5%-0.2pp |
| Annual return | 12.49% | 63.36%-50.9pp | 302.12%-289.6pp | 36.46%-24.0pp |
| Employer contribution / active EE | $0 | $319-100.0% | $914-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $545 | $636-14.3% | $1,790-69.6% | $3,835-85.8% |
| Admin fee / account holder | $133 | $2,105-93.7% | $2,495-94.7% | $1,002-86.7% |