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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $33,200 |
Filed as: WORLD INVESTMENT ADVISORS, LLC Service code 99 · EIN 61-1758632 | Other Fees | $16,522 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,653 | $54,213-52.7% | $93,696-72.6% | $77,736-67.0% |
| Participation rate | 67.7% | 64.0%+3.7pp | 68.7%-1.0pp | 70.6%-2.9pp |
| Annual return | 10.26% | 30.55%-20.3pp | 133.74%-123.5pp | 31.26%-21.0pp |
| Employer contribution / active EE | $815 | $1,168-30.2% | $2,422-66.3% | $2,728-70.1% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $4,417-100.0% | $4,651-100.0% |
| Admin fee / account holder | $53 | $575-90.9% | $8,287-99.4% | $433-87.9% |