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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 | $101,499-20.1% | $147,005-44.8% | $74,546+8.8% |
| Participation rate | 44.4% | 75.5%-31.1pp | 82.2%-37.7pp | 67.2%-22.8pp |
| Annual return | 14.70% | 8732.34%-8717.6pp | 418.76%-404.1pp | 1366.03%-1351.3pp |
| Employer contribution / active EE | $2,535 | $3,811-33.5% | $4,934-48.6% | $2,624-3.4% |
| Participant deferral / active EE | $6,032 | $7,304-17.4% | $8,070-25.2% | $4,347+38.8% |
| Admin fee / account holder | $312 | $1,748-82.2% | $13,006-97.6% | $1,944-84.0% |