Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
VESTWELL1 year Service code 13 · EIN 81-3062212 1410 BROADWAY FL 23 · NEW YORK, NY 10018 | Contract Administrator | $7,181 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,507 | $37,463-96.0% | $77,096-98.0% | $66,938-97.7% |
| Participation rate | 68.1% | 52.9%+15.2pp | 67.9%+0.2pp | 69.8%-1.7pp |
| Annual return | -48.89% | -3.25%-45.6pp | 42.35%-91.2pp | 1.58%-50.5pp |
| Employer contribution / active EE | $538 | $1,535-64.9% | $2,814-80.9% | $2,545-78.9% |
| Participant deferral / active EE | $808 | $2,621-69.2% | $4,429-81.8% | $4,238-80.9% |
| Admin fee / account holder | $48 | $568-91.6% | $5,428-99.1% | $594-91.9% |