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| Provider | Service type | Compensation |
|---|---|---|
VESTWELL1 year Service code 13 · EIN 81-3062212 1410 BROADWAY FL 23 · NEW YORK, NY 10018 | Contract Administrator | $11,819 |
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 | $834 | $30,107-97.2% | $61,452-98.6% | $64,819-98.7% |
| Participation rate | 100.0% | 36.4%+63.6pp | 52.6%+47.4pp | 71.5%+28.5pp |
| Annual return | -22.48% | -13.99%-8.5pp | 338.96%-361.4pp | 32.84%-55.3pp |
| Employer contribution / active EE | $0 | $537-100.0% | $1,160-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $618 | $1,126-45.1% | $2,125-70.9% | $4,311-85.7% |
| Admin fee / account holder | $33 | $148-78.0% | $2,131-98.5% | $188-82.7% |