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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WORLD INVESTMENT ADVISORS, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $40,164 |
Service code 37 · EIN 04-2647786 | Loan Processing | $28,374 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC INVESTORS, INC. Service code 27 · EIN 04-2654524 | Advisory (Plan) | $3,301 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $354,718 | $88,137+302.5% | $164,975+115.0% | $74,429+376.6% |
| Participation rate | 45.5% | 73.1%-27.6pp | 78.6%-33.1pp | 67.2%-21.7pp |
| Annual return | 17.46% | 17.13%+0.3pp | 70.12%-52.7pp | 1368.38%-1350.9pp |
| Employer contribution / active EE | $1,674 | $2,597-35.6% | $4,343-61.5% | $2,625-36.2% |
| Participant deferral / active EE | $7,279 | $4,501+61.7% | $6,033+20.6% | $4,348+67.4% |
| Admin fee / account holder | $584 | $2,231-73.8% | $12,688-95.4% | $1,944-70.0% |