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| Provider | Service type | Compensation |
|---|---|---|
VESTWELL2 years Service code 13 · EIN 81-3062212 360 MADISON AVENUE, 15TH FLOOR · NEW YORK, NY 10017 | Contract Administrator | $20,479 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,160 | $52,353-21.4% | $120,225-65.8% | $82,448-50.1% |
| Participation rate | 100.0% | 58.3%+41.7pp | 69.6%+30.4pp | 68.1%+31.9pp |
| Annual return | 33.54% | 61.85%-28.3pp | 439.23%-405.7pp | 41.64%-8.1pp |
| Employer contribution / active EE | $3,074 | $1,510+103.5% | $3,475-11.6% | $2,551+20.5% |
| Participant deferral / active EE | $5,873 | $2,627+123.6% | $3,999+46.9% | $4,139+41.9% |
| Admin fee / account holder | $443 | $4,363-89.8% | $5,696-92.2% | $7,234-93.9% |