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| Provider | Service type | Compensation |
|---|---|---|
PRIVATE VISTA, LLC2 years Filed as: PRIVATE VISTA LLC Service code 27 1 N LASALLE, 33RD FLOOR · CHICAGO, IL 60602 | Advisory (Plan) | $16,181 |
MERIT BENEFITS GROUP, INC.2 years Service code 15 · EIN 36-4013756 2001 MIDWEST ROAD, SUITE 306 · OAK BROOK, IL 60523 | Recordkeeping | $3,889 |
ASPIRE FINANCIAL SERVICES2 years Filed as: ASPIRE FINANCIAL SERVICES LLC Service code 15 4010 BOY SCOUT BOULEVARD · TAMPA, FL 33607 | Recordkeeping | $1,383 |
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 | $30,198 | $64,909-53.5% | $82,312-63.3% | $62,293-51.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 13.33% | 21.18%-7.8pp | 25.88%-12.5pp | 28.90%-15.6pp |
| Employer contribution / active EE | $3,150 | $1,676+87.9% | $2,428+29.7% | $2,042+54.2% |
| Participant deferral / active EE | $1,167 | $3,103-62.4% | $3,706-68.5% | $3,169-63.2% |
| Admin fee / account holder | $142 | $440-67.7% | $5,608-97.5% | $479-70.4% |