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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WORLD INVESTMENT ADVISORS, LLC Service code 99 · EIN 61-1758632 | Other Fees | $33,002 |
Filed as: ASSOCIATED PENSION CONSULTANTS, INC Service code 49 · EIN 11-3271022 401 BROADHOLLOW ROAD · MELVILLE, NY 11747 | Other Services | $6,647 |
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,001 | $89,465-3.9% | $165,100-47.9% | $77,762+10.6% |
| Participation rate | 52.2% | 78.6%-26.4pp | 78.6%-26.4pp | 70.6%-18.3pp |
| Annual return | 31.82% | 28.86%+3.0pp | 70.21%-38.4pp | 31.27%+0.6pp |
| Employer contribution / active EE | $741 | $2,565-71.1% | $4,348-83.0% | $2,728-72.8% |
| Participant deferral / active EE | $3,861 | $4,904-21.3% | $6,035-36.0% | $4,651-17.0% |
| Admin fee / account holder | $85 | $340-75.1% | $12,696-99.3% | $433-80.4% |