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| Provider | Service type | Compensation |
|---|---|---|
VESTWELL3 years Service code 13 · EIN 81-3062212 360 MADISON AVE · NEW YORK, NY 10017 | Contract Administrator | $4,420 |
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 | $52,900 | $101,539-47.9% | $147,041-64.0% | $74,400-28.9% |
| Participation rate | 96.7% | 75.5%+21.2pp | 82.2%+14.6pp | 67.2%+29.5pp |
| Annual return | 16.32% | 8740.84%-8724.5pp | 419.21%-402.9pp | 1367.51%-1351.2pp |
| Employer contribution / active EE | $4,157 | $3,811+9.1% | $4,935-15.8% | $2,624+58.4% |
| Participant deferral / active EE | $8,824 | $7,304+20.8% | $8,071+9.3% | $4,348+102.9% |
| Admin fee / account holder | $95 | $1,749-94.6% | $13,006-99.3% | $1,944-95.1% |