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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $120,517 |
Filed as: WORLD INVESTMENT ADVISORS, LLC Service code 99 · EIN 61-1758632 | Other Fees | $50,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,977 | $53,254-34.3% | $155,574-77.5% | $199,921-82.5% |
| Participation rate | 17.6% | 64.1%-46.6pp | 78.2%-60.7pp | 72.0%-54.5pp |
| Annual return | 14.06% | 41.18%-27.1pp | 64.87%-50.8pp | 34.28%-20.2pp |
| Employer contribution / active EE | $0 | $1,848-100.0% | $4,676-100.0% | $3,035-100.0% |
| Participant deferral / active EE | $684 | $3,165-78.4% | $5,629-87.8% | $5,089-86.6% |
| Admin fee / account holder | $258 | $186+38.7% | $15,914-98.4% | $269-4.3% |