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| 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 | $49,468-29.4% | $150,298-76.7% | $103,975-66.4% |
| Participation rate | 100.0% | 58.1%+41.9pp | 77.8%+22.2pp | 72.5%+27.5pp |
| Annual return | 13.23% | 38.98%-25.8pp | 62.79%-49.6pp | 19.41%-6.2pp |
| Employer contribution / active EE | $2,845 | $1,670+70.4% | $4,154-31.5% | $3,722-23.6% |
| Participant deferral / active EE | $1,628 | $2,650-38.6% | $5,453-70.1% | $5,343-69.5% |
| Admin fee / account holder | $19 | $385-95.2% | $14,116-99.9% | $332-94.4% |