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| Provider | Service type | Compensation |
|---|---|---|
PRIVATE VISTA, LLC1 year Filed as: PRIVATE VISTA LLC Service code 27 1 N LASALLE, 33RD FLOOR · CHICAGO, IL 60602 | Advisory (Plan) | $17,054 |
Filed as: ASPIRE FINANCIAL SERVICES LLC Service code 15 4010 BOY SCOUT BOULEVARD · TAMPA, FL 33607 | Recordkeeping | $9,720 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,339 | $50,637+131.7% | $86,582+35.5% | $62,293+88.4% |
| Participation rate | 92.8% | 67.9%+24.9pp | 73.5%+19.2pp | 69.5%+23.3pp |
| Annual return | 14.83% | 20.80%-6.0pp | 965.08%-950.2pp | 28.90%-14.1pp |
| Employer contribution / active EE | $2,758 | $2,075+32.9% | $2,839-2.9% | $2,042+35.0% |
| Participant deferral / active EE | $3,803 | $2,611+45.6% | $3,609+5.4% | $3,169+20.0% |
| Admin fee / account holder | $247 | $413-40.3% | $4,904-95.0% | $479-48.5% |