Filed June 8, 2009 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WORLD INVESTMENT ADVISORS, LLC Service code 99 · EIN 61-1758632 | Other Fees | $41,250 |
Service code 49 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Other Services | $25,445 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $315,971 | $122,063+158.9% | $184,256+71.5% | $74,478+324.2% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 15.48% | 19.92%-4.4pp | 28.85%-13.4pp | 1370.56%-1355.1pp |
| Employer contribution / active EE | $11,138 | $4,539+145.4% | $6,427+73.3% | $2,626+324.1% |
| Participant deferral / active EE | $10,519 | $7,144+47.2% | $9,133+15.2% | $4,350+141.8% |
| Admin fee / account holder | $24 | $1,253-98.1% | $13,899-99.8% | $1,946-98.8% |