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| Provider | Service type | Compensation |
|---|---|---|
PRIVATE VISTA, LLC3 years Service code 27 2211 YORK ROAD · OAK BROOK, IL 60523 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $107,084 | $50,175+113.4% | $99,479+7.6% | $65,186+64.3% |
| Participation rate | 31.8% | 68.4%-36.6pp | 73.8%-42.0pp | 70.2%-38.4pp |
| Annual return | -0.37% | 25.36%-25.7pp | 30.72%-31.1pp | 29.39%-29.8pp |
| Employer contribution / active EE | $0 | $1,496-100.0% | $2,540-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $0 | $2,748-100.0% | $3,619-100.0% | $3,514-100.0% |
| Admin fee / account holder | $594 | $398+49.4% | $6,253-90.5% | $847-29.9% |