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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 36-4013756 2001 MIDWEST ROAD, SUITE 306 · OAK BROOK, IL 60523 | Recordkeeping | $21,166 |
PRIVATE VISTA, LLC1 year Filed as: PRIVATE VISTA LLC Service code 27 1 N LASALLE, 33RD FLOOR · CHICAGO, IL 60602 | Advisory (Plan) | $14,343 |
Filed as: ASPIRE FINANCIAL SERVICES LLC Service code 15 4010 BOY SCOUT BOULEVARD · TAMPA, FL 33607 | Recordkeeping | $1,179 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,704 | $60,165-55.6% | $74,184-64.0% | $55,167-51.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 4.90% | 10.00%-5.1pp | 17.74%-12.8pp | 169.23%-164.3pp |
| Employer contribution / active EE | $3,134 | $1,600+95.9% | $2,370+32.2% | $1,963+59.7% |
| Participant deferral / active EE | $1,068 | $2,973-64.1% | $3,550-69.9% | $3,054-65.0% |
| Admin fee / account holder | $262 | $419-37.5% | $5,586-95.3% | $504-48.0% |