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| Provider | Service type | Compensation |
|---|---|---|
VESTWELL4+ years Service code 13 · EIN 81-3062212 1410 BROADWAY FL 23 · NEW YORK, NY 10018 | Contract Administrator | $66,728 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,007 | $31,741-59.0% | $56,033-76.8% | $199,960-93.5% |
| Participation rate | 15.8% | 32.3%-16.5pp | 52.5%-36.7pp | 72.0%-56.2pp |
| Annual return | 11.35% | 14.72%-3.4pp | 1711.38%-1700.0pp | 34.28%-22.9pp |
| Employer contribution / active EE | $299 | $508-41.2% | $1,041-71.3% | $3,036-90.2% |
| Participant deferral / active EE | $506 | $1,184-57.2% | $1,954-74.1% | $5,087-90.0% |
| Admin fee / account holder | $220 | $426-48.3% | $2,827-92.2% | $269-18.2% |