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| Provider | Service type | Compensation |
|---|---|---|
VESTWELL1 year Service code 13 · EIN 81-3062212 1410 BROADWAY FL 23 · NEW YORK, NY 10018 | Contract Administrator | $1,200 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,433 | $82,664-62.0% | $125,339-74.9% | $68,494-54.1% |
| Participation rate | 92.8% | 75.0%+17.7pp | 82.4%+10.4pp | 67.9%+24.9pp |
| Annual return | -13.93% | -5.97%-8.0pp | 572.05%-586.0pp | -7.84%-6.1pp |
| Employer contribution / active EE | $4,448 | $3,381+31.6% | $4,814-7.6% | $2,596+71.3% |
| Participant deferral / active EE | $7,759 | $6,110+27.0% | $7,446+4.2% | $4,027+92.7% |
| Admin fee / account holder | $10 | $6,275-99.8% | $10,010-99.9% | $5,403-99.8% |