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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 |
1 fund of $250K or more; 7 lines in all, holding $977K of the plan's $964K. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Contributions: Participants Manager not matched · Other | $344K | 35.2% |
| Deductions: Benefits paid to participants Manager not matched · Other | $241K | 24.7% |
| Net increase Manager not matched · Other | $195K | 20.0% |
| Additions: Investment income: Net appreciation in fair value of investments Manager not matched · Other | $122K | 12.5% |
| Administrative expenses Manager not matched · Other | $52K | 5.3% |
| Dividends Manager not matched · Other | $22K | 2.3% |
| Interest on loans Manager not matched · Other | $129 | <0.1% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
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).
The auditor signed off without reservation. This is the cleanest opinion.