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| Provider | Service type | Compensation |
|---|---|---|
VESTWELL2 years Service code 13 · EIN 81-3062212 1410 BROADWAY FL 23 · NEW YORK, NY 10018 | Contract Administrator | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,801 | $129,227-90.1% | $184,260-93.1% | $77,736-83.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 70.6%+29.4pp |
| Annual return | 14.01% | 33.24%-19.2pp | 28.84%-14.8pp | 31.26%-17.2pp |
| Employer contribution / active EE | $1,594 | $4,412-63.9% | $6,427-75.2% | $2,728-41.6% |
| Participant deferral / active EE | $2,637 | $7,307-63.9% | $9,133-71.1% | $4,651-43.3% |
| Admin fee / account holder | $199 | $256-22.3% | $13,898-98.6% | $433-54.2% |