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| Provider | Service type | Compensation |
|---|---|---|
VESTWELL2 years Service code 13 · EIN 81-3062212 1410 BROADWAY FL 23 · NEW YORK, NY 10018 | Contract Administrator | $2,288 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,062 | $93,598-54.0% | $135,974-68.3% | $75,173-42.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 33.02% | 30.89%+2.1pp | 68.30%-35.3pp | 160.72%-127.7pp |
| Employer contribution / active EE | $5,447 | $3,538+54.0% | $4,859+12.1% | $2,671+103.9% |
| Participant deferral / active EE | $10,641 | $6,405+66.1% | $7,760+37.1% | $4,126+157.9% |
| Admin fee / account holder | $16 | $6,978-99.8% | $10,767-99.8% | $5,651-99.7% |