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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $32,086 |
Filed as: WORLD INVESTMENT ADVISOR, LLC Service code 99 · EIN 61-1758632 | Other Fees | $17,594 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,117 | $101,591-20.2% | $147,096-44.9% | $74,429+9.0% |
| Participation rate | 44.4% | 75.5%-31.1pp | 82.2%-37.7pp | 67.2%-22.8pp |
| Annual return | 14.70% | 8746.45%-8731.8pp | 419.75%-405.0pp | 1368.38%-1353.7pp |
| Employer contribution / active EE | $2,535 | $3,813-33.5% | $4,936-48.7% | $2,625-3.4% |
| Participant deferral / active EE | $6,032 | $7,302-17.4% | $8,071-25.3% | $4,348+38.7% |
| Admin fee / account holder | $312 | $1,750-82.2% | $13,005-97.6% | $1,944-84.0% |