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| Provider | Service type | Compensation |
|---|---|---|
VESTWELL5+ years Service code 13 · EIN 81-3062212 1410 BROADWAY FL 23 · NEW YORK, NY 10018 | Contract Administrator | $75,985 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,464 | $36,943-52.7% | $52,425-66.7% | $103,975-83.2% |
| Participation rate | 16.7% | 27.5%-10.8pp | 55.6%-38.9pp | 72.5%-55.8pp |
| Annual return | 22.38% | 17.59%+4.8pp | 302.12%-279.7pp | 19.41%+3.0pp |
| Employer contribution / active EE | $315 | $884-64.3% | $914-65.5% | $3,722-91.5% |
| Participant deferral / active EE | $545 | $1,347-59.6% | $1,790-69.6% | $5,343-89.8% |
| Admin fee / account holder | $0 | $508-100.0% | $2,495-100.0% | $332-100.0% |