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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 500 W. MONROE · CHICAGO, IL 60661 | Advisory (Plan) | $14,324 |
PRIVATE VISTA, LLC1 year Filed as: PRIVATE VISTA, LLC. Service code 27 1 N. LASALLE · CHICAGO, IL 60602 | Advisory (Plan) | $11,163 |
Filed as: ASPIRE FINANCIAL SERVICES, LLC Service code 15 4010 BOY SCOUT BOULEVARD · TAMPA, FL 33607 | Recordkeeping | $10,795 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $50 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $141,070 | $51,620+173.3% | $90,324+56.2% | $65,186+116.4% |
| Participation rate | 79.5% | 68.6%+10.9pp | 73.3%+6.2pp | 70.2%+9.3pp |
| Annual return | 20.15% | 24.94%-4.8pp | 78.15%-58.0pp | 29.39%-9.2pp |
| Employer contribution / active EE | $0 | $2,235-100.0% | $2,856-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $3,751 | $2,871+30.7% | $3,885-3.4% | $3,514+6.8% |
| Admin fee / account holder | $323 | $384-16.0% | $5,356-94.0% | $847-61.9% |