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| Provider | Service type | Compensation |
|---|---|---|
VESTWELL4 years Service code 13 · EIN 81-3062212 360 MADISON AVE · NEW YORK, NY 10017 | Contract Administrator | $19,789 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,685 | $88,360-25.7% | $145,433-54.8% | $67,986-3.4% |
| Participation rate | 75.8% | 65.5%+10.4pp | 82.1%-6.3pp | 57.2%+18.6pp |
| Annual return | 27.41% | 63.15%-35.7pp | 66.58%-39.2pp | 31.67%-4.3pp |
| Employer contribution / active EE | $4,498 | $3,054+47.3% | $4,554-1.2% | $2,019+122.8% |
| Participant deferral / active EE | $9,474 | $5,932+59.7% | $7,897+20.0% | $3,358+182.1% |
| Admin fee / account holder | $131 | $3,313-96.0% | $13,129-99.0% | $3,203-95.9% |