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| Provider | Service type | Compensation |
|---|---|---|
PRIVATE VISTA, LLC3 years Filed as: PRIVATE VISTA LLC Service code 27 1 N LASALLE, 33RD FLOOR · CHICAGO, IL 60602 | Advisory (Plan) | $18,037 |
MERIT BENEFITS GROUP, INC.3 years Service code 15 · EIN 36-4013756 2001 MIDWEST ROAD, SUITE 306 · OAK BROOK, IL 60523 | Recordkeeping | $10,028 |
ASPIRE FINANCIAL SERVICES3 years Filed as: ASPIRE FINANCIAL SERVICES LLC Service code 15 4010 BOY SCOUT BOULEVARD · TAMPA, FL 33607 | Recordkeeping | $1,598 |
Participant contribution per participant 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 | $27,378 | $59,186-53.7% | $76,768-64.3% | $56,287-51.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 77.0%+23.0pp | 69.9%+30.1pp |
| Annual return | -6.22% | 6.62%-12.8pp | 2.43%-8.6pp | -9.96%+3.7pp |
| Employer contribution / active EE | $3,150 | $1,759+79.1% | $2,485+26.8% | $2,111+49.2% |
| Participant deferral / active EE | $1,097 | $3,255-66.3% | $3,852-71.5% | $3,350-67.3% |
| Admin fee / account holder | $207 | $489-57.6% | $6,675-96.9% | $521-60.2% |