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| Provider | Service type | Compensation |
|---|---|---|
PRIVATE VISTA, LLC6 years Service code 27 2211 YORK ROAD · OAK BROOK, IL 60523 | Advisory (Plan) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,454 | $44,714-5.1% | $91,227-53.5% | $66,949-36.6% |
| Participation rate | 99.3% | 65.0%+34.3pp | 73.2%+26.1pp | 69.8%+29.5pp |
| Annual return | -15.61% | -12.25%-3.4pp | 114.14%-129.8pp | 1.57%-17.2pp |
| Employer contribution / active EE | $2,218 | $1,710+29.7% | $2,851-22.2% | $2,545-12.8% |
| Participant deferral / active EE | $0 | $3,355-100.0% | $4,234-100.0% | $4,239-100.0% |
| Admin fee / account holder | $265 | $521-49.1% | $5,423-95.1% | $594-55.3% |