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| Provider | Service type | Compensation |
|---|---|---|
VESTWELL3+ years Service code 13 · EIN 81-3062212 1410 BROADWAY FL 23 · NEW YORK, NY 10018 | Contract Administrator | $45,983 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $45,043-100.0% | $85,063-100.0% | $74,400-100.0% |
| Participation rate | 56.2% | 49.4%+6.8pp | 67.5%-11.3pp | 67.2%-11.0pp |
| Annual return | -4.24% | 26.26%-30.5pp | 66.54%-70.8pp | 1367.51%-1371.7pp |
| Employer contribution / active EE | $0 | $1,458-100.0% | $2,727-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $478 | $2,733-82.5% | $4,523-89.4% | $4,348-89.0% |
| Admin fee / account holder | $421 | $2,210-80.9% | $6,155-93.2% | $1,944-78.3% |