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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $53,407 |
Service code 27 · EIN 59-2937883 | Advisory (Plan) | $33,333 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,438 |
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $8,334 |
Filed as: WORLD INVESTMENTS INC Service code 27 · EIN 22-2825878 | Advisory (Plan) | $8,333 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,896 | $83,023-1.4% | $102,437-20.1% | $77,762+5.3% |
| Participation rate | 86.0% | 71.5%+14.5pp | 74.5%+11.5pp | 70.6%+15.4pp |
| Annual return | 12.50% | 19.12%-6.6pp | 24.95%-12.4pp | 31.27%-18.8pp |
| Employer contribution / active EE | $2,082 | $3,552-41.4% | $3,871-46.2% | $2,728-23.7% |
| Participant deferral / active EE | $6,557 | $4,110+59.6% | $5,060+29.6% | $4,651+41.0% |
| Admin fee / account holder | $265 | $639-58.5% | $8,388-96.8% | $433-38.8% |