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| Provider | Service type | Compensation |
|---|---|---|
PRIVATE VISTA, LLC2 years Filed as: PRIVATE VISTA LLC Service code 27 1 N LASALLE, 33RD FLOOR · CHICAGO, IL 60602 | Advisory (Plan) | $22,495 |
ASPIRE FINANCIAL SERVICES2 years Filed as: ASPIRE FINANCIAL SERVICES LLC Service code 15 4010 BOY SCOUT BOULEVARD · TAMPA, FL 33607 | Recordkeeping | $9,533 |
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 | $113,411 | $44,873+152.7% | $79,467+42.7% | $56,289+101.5% |
| Participation rate | 89.7% | 68.7%+21.0pp | 73.3%+16.4pp | 69.9%+19.9pp |
| Annual return | -6.17% | 0.81%-7.0pp | 718.30%-724.5pp | -9.96%+3.8pp |
| Employer contribution / active EE | $2,742 | $2,140+28.2% | $2,800-2.1% | $2,111+29.9% |
| Participant deferral / active EE | $3,547 | $2,746+29.2% | $3,704-4.2% | $3,350+5.9% |
| Admin fee / account holder | $282 | $418-32.7% | $5,104-94.5% | $521-45.9% |