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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WORLD INVESTMENT ADVISORS, LLC Service code 26 · EIN 61-1758632 24 E. COTA STREET · SANTA BARBARA, CA 93101 | Advisory (Participants) | $10,796 |
RAYMOND JAMES FINANCIAL SERVICES3+ years Filed as: RAYMOND JAMES FSA INC Service code 26 · EIN 59-2937883 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Participants) | $10,351 |
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 | $48,241 | $88,087-45.2% | $164,866-70.7% | $74,546-35.3% |
| Participation rate | 63.1% | 73.1%-10.0pp | 78.6%-15.5pp | 67.2%-4.1pp |
| Annual return | 15.93% | 17.27%-1.3pp | 69.97%-54.0pp | 1366.03%-1350.1pp |
| Employer contribution / active EE | $2,507 | $2,595-3.4% | $4,343-42.3% | $2,624-4.5% |
| Participant deferral / active EE | $5,510 | $4,499+22.5% | $6,033-8.7% | $4,347+26.8% |
| Admin fee / account holder | $306 | $2,232-86.3% | $12,689-97.6% | $1,944-84.2% |