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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WORLD INVESTMENT ADVISORS, LLC Service code 28 · EIN 61-1758632 | Investment Management | $12,000 |
Employer 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 | $58,954 | $79,169-25.5% | $100,415-41.3% | $74,478-20.8% |
| Participation rate | 90.7% | 79.4%+11.3pp | 81.5%+9.2pp | 67.2%+23.5pp |
| Annual return | 20.25% | 20.51%-0.3pp | 49.47%-29.2pp | 1370.56%-1350.3pp |
| Employer contribution / active EE | $23 | $3,017-99.2% | $3,943-99.4% | $2,626-99.1% |
| Participant deferral / active EE | $15,365 | $7,751+98.2% | $8,091+89.9% | $4,350+253.2% |
| Admin fee / account holder | $37 | $1,337-97.2% | $7,906-99.5% | $1,946-98.1% |