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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WORLD INVESTMENT ADVISORS, LLC Service code 28 · EIN 61-1758632 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Investment Management | $73,856 |
NATIONWIDE8 years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $46,165 |
ASSUREDPARTNERS CAPITAL INC8 years Filed as: ASSUREDPARTNERS NORTHEAST, LLC Service code 22 · EIN 45-3443572 455 HAMILTON AVE · WHITE PLAINS, NY 10601 | Insurance Broker | $1,900 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $383,987 | $128,603+198.6% | $197,124+94.8% | $67,986+464.8% |
| Participation rate | 84.3% | 81.7%+2.6pp | 86.7%-2.5pp | 57.2%+27.1pp |
| Annual return | 12.98% | 23.77%-10.8pp | 44.34%-31.4pp | 31.67%-18.7pp |
| Employer contribution / active EE | $11,787 | $4,379+169.2% | $6,227+89.3% | $2,019+483.9% |
| Participant deferral / active EE | $21,174 | $6,840+209.6% | $9,135+131.8% | $3,358+530.6% |
| Admin fee / account holder | $1,151 | $3,035-62.1% | $16,298-92.9% | $3,203-64.1% |