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| Provider | Service type | Compensation |
|---|---|---|
PRIVATE VISTA, LLC4 years Filed as: PRIVATE VISTA LLC Service code 27 1 N LASALLE, 33RD FLOOR · CHICAGO, IL 60602 | Advisory (Plan) | $19,519 |
MERIT BENEFITS GROUP, INC.4 years Service code 15 · EIN 36-4013756 2001 MIDWEST ROAD, SUITE 306 · OAK BROOK, IL 60523 | Recordkeeping | $8,071 |
ASPIRE FINANCIAL SERVICES4 years Filed as: ASPIRE FINANCIAL SERVICES LLC Service code 15 4010 BOY SCOUT BOULEVARD · TAMPA, FL 33607 | Recordkeeping | $3,860 |
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 | $29,182 | $65,376-55.4% | $87,104-66.5% | $65,185-55.2% |
| Participation rate | 100.0% | 75.3%+24.7pp | 76.9%+23.1pp | 70.2%+29.8pp |
| Annual return | 18.21% | 31.27%-13.1pp | 28.19%-10.0pp | 29.38%-11.2pp |
| Employer contribution / active EE | $1,354 | $1,822-25.7% | $2,521-46.3% | $2,177-37.8% |
| Participant deferral / active EE | $1,157 | $3,388-65.9% | $4,048-71.4% | $3,514-67.1% |
| Admin fee / account holder | $176 | $520-66.2% | $7,491-97.7% | $847-79.3% |