Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $26,908 |
VESTWELL1 year Service code 13 · EIN 81-3062212 360 MADISON AVENUE, 15TH FLOOR · NEW YORK, NY 10017 | Contract Administrator | $20,472 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,947 | $36,773-5.0% | $189,758-81.6% | $85,660-59.2% |
| Participation rate | 100.0% | 63.3%+36.7pp | 79.8%+20.2pp | 74.8%+25.2pp |
| Annual return | 13.23% | 55.47%-42.2pp | 52.62%-39.4pp | 19.52%-6.3pp |
| Employer contribution / active EE | $2,845 | $1,536+85.2% | $4,767-40.3% | $4,199-32.2% |
| Participant deferral / active EE | $1,628 | $1,800-9.6% | $5,856-72.2% | $3,518-53.7% |
| Admin fee / account holder | $19 | $132-85.9% | $20,388-99.9% | $224-91.7% |