Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PRIVATE VISTA, LLC4 years Service code 27 2211 YORK ROAD · OAK BROOK, IL 60523 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,203 | $55,122-27.1% | $104,639-61.6% | $73,497-45.3% |
| Participation rate | 98.2% | 67.7%+30.5pp | 74.1%+24.1pp | 70.7%+27.5pp |
| Annual return | 5.55% | 24.77%-19.2pp | 340.67%-335.1pp | 28.51%-23.0pp |
| Employer contribution / active EE | $1,898 | $1,464+29.6% | $2,682-29.2% | $2,270-16.4% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $3,738-100.0% | $3,740-100.0% |
| Admin fee / account holder | $57 | $423-86.4% | $6,465-99.1% | $513-88.8% |