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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 | $82,133-20.0% | $147,318-55.4% | $64,097+2.5% |
| Participation rate | 75.8% | 62.3%+13.6pp | 82.1%-6.2pp | 55.2%+20.6pp |
| Annual return | 27.41% | 78.78%-51.4pp | 70.43%-43.0pp | 34.64%-7.2pp |
| Employer contribution / active EE | $4,498 | $2,872+56.6% | $4,593-2.1% | $1,891+137.8% |
| Participant deferral / active EE | $9,474 | $5,407+75.2% | $7,906+19.8% | $3,080+207.6% |
| Admin fee / account holder | $131 | $3,730-96.5% | $13,708-99.0% | $3,454-96.2% |