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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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,773 | $64,839-1.6% | $95,585-33.3% | $84,808-24.8% |
| Participation rate | 73.1% | 63.8%+9.3pp | 72.1%+1.0pp | 68.3%+4.8pp |
| Annual return | 8.87% | -670.96%+679.8pp | 38.56%-29.7pp | 40.90%-32.0pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,527-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,023-100.0% | $4,212-100.0% |
| Admin fee / account holder | $139 | $5,964-97.7% | $6,127-97.7% | $7,344-98.1% |