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| Provider | Service type | Compensation |
|---|---|---|
WORLD INVESTMENT ADVISORS LLC1+ years Filed as: WORLD INVESTMENT ADVISORS Service code 27 · EIN 61-1758632 | Advisory (Plan) | $18,315 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,054 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $74,840 | $78,520-4.7% | $96,576-22.5% | $82,448-9.2% |
| Participation rate | 78.9% | 77.7%+1.2pp | 81.4%-2.5pp | 68.1%+10.9pp |
| Annual return | 17.06% | 41.30%-24.2pp | 38.47%-21.4pp | 41.64%-24.6pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $16,573 | $6,754+145.4% | $7,956+108.3% | $4,139+300.4% |
| Admin fee / account holder | $188 | $13,455-98.6% | $11,381-98.3% | $7,234-97.4% |