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| Provider | Service type | Compensation |
|---|---|---|
PRIVATE VISTA, LLC9 years Service code 27 2211 YORK ROAD · OAK BROOK, IL 60523 | Advisory (Plan) | $29,516 |
RETIREMENT SOLUTION GROUP2 years Service code 50 · EIN 20-2668095 1 CATE STREET · PORTSMOUTH, NH 03801 | Direct Payment | $7,785 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,773 | $63,703+0.1% | $93,063-31.5% | $82,448-22.7% |
| Participation rate | 73.1% | 63.8%+9.2pp | 72.1%+1.0pp | 68.1%+5.0pp |
| Annual return | 8.87% | -775.43%+784.3pp | 34.15%-25.3pp | 41.64%-32.8pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,476-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $3,958-100.0% | $4,139-100.0% |
| Admin fee / account holder | $139 | $5,982-97.7% | $6,033-97.7% | $7,234-98.1% |