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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WORLD INVESTMENT ADVISORS, LLC Service code 27 24 E. COTA ST., · SANTA BARBARA, CA 931011665 | Advisory (Plan) | $31,369 |
Service code 27 · EIN 48-1205033 | Advisory (Plan) | $19,788 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,470 | $80,748-44.9% | $102,383-56.6% | $74,429-40.3% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 12.33% | 27.57%-15.2pp | 24.94%-12.6pp | 1368.38%-1356.1pp |
| Employer contribution / active EE | $2,713 | $3,159-14.1% | $3,870-29.9% | $2,625+3.3% |
| Participant deferral / active EE | $7,592 | $3,861+96.6% | $5,060+50.0% | $4,348+74.6% |
| Admin fee / account holder | $248 | $2,371-89.5% | $8,391-97.0% | $1,944-87.2% |