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| Provider | Service type | Compensation |
|---|---|---|
VESTWELL1 year Service code 13 · EIN 81-3062212 360 MADISON AVENUE, 15TH FLOOR · NEW YORK, NY 10017 | Contract Administrator | $22,615 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,762 | $52,507-58.6% | $129,406-83.2% | $74,478-70.8% |
| Participation rate | 100.0% | 53.9%+46.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 65.77% | 15.64%+50.1pp | 9468.18%-9402.4pp | 1370.56%-1304.8pp |
| Employer contribution / active EE | $2,518 | $1,534+64.1% | $4,155-39.4% | $2,626-4.1% |
| Participant deferral / active EE | $4,380 | $2,801+56.4% | $4,167+5.1% | $4,350+0.7% |
| Admin fee / account holder | $299 | $2,639-88.7% | $7,689-96.1% | $1,946-84.6% |