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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $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 | $38,006-8.0% | $161,489-78.4% | $89,670-61.0% |
| Participation rate | 100.0% | 55.7%+44.3pp | 78.7%+21.3pp | 71.2%+28.8pp |
| Annual return | 13.23% | 51.85%-38.6pp | 89.72%-76.5pp | 19.66%-6.4pp |
| Employer contribution / active EE | $2,845 | $1,536+85.2% | $4,268-33.3% | $4,041-29.6% |
| Participant deferral / active EE | $1,628 | $1,865-12.7% | $5,630-71.1% | $3,962-58.9% |
| Admin fee / account holder | $19 | $249-92.6% | $16,006-99.9% | $352-94.7% |