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| Provider | Service type | Compensation |
|---|---|---|
PRIVATE VISTA, LLC7 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,681 | $51,315-3.2% | $95,745-48.1% | $71,457-30.5% |
| Participation rate | 99.3% | 63.0%+36.3pp | 72.3%+27.0pp | 67.9%+31.4pp |
| Annual return | 9.45% | 25.26%-15.8pp | 28.35%-18.9pp | 28.85%-19.4pp |
| Employer contribution / active EE | $1,809 | $1,819-0.6% | $2,835-36.2% | $2,588-30.1% |
| Participant deferral / active EE | $0 | $3,358-100.0% | $4,245-100.0% | $4,289-100.0% |
| Admin fee / account holder | $258 | $1,137-77.3% | $5,678-95.5% | $1,587-83.8% |