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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 | $45,126-100.0% | $85,187-100.0% | $74,459-100.0% |
| Participation rate | 56.2% | 49.4%+6.8pp | 67.5%-11.3pp | 67.2%-11.0pp |
| Annual return | -4.24% | 26.30%-30.5pp | 66.67%-70.9pp | 1369.70%-1373.9pp |
| Employer contribution / active EE | $0 | $1,460-100.0% | $2,732-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $478 | $2,738-82.5% | $4,525-89.4% | $4,350-89.0% |
| Admin fee / account holder | $421 | $2,212-81.0% | $6,162-93.2% | $1,945-78.3% |