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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WORLD INVESTMENT ADVISORS, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $30,011 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $17,471 |
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.)
Annual investment return 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 | $47,966 | $49,657-3.4% | $93,063-48.5% | $67,986-29.4% |
| Participation rate | 61.1% | 49.9%+11.2pp | 72.1%-11.0pp | 57.2%+3.9pp |
| Annual return | 12.35% | 26.27%-13.9pp | 34.15%-21.8pp | 31.67%-19.3pp |
| Employer contribution / active EE | $2,165 | $1,279+69.4% | $2,476-12.6% | $2,019+7.3% |
| Participant deferral / active EE | $5,614 | $2,484+126.0% | $3,958+41.8% | $3,358+67.2% |
| Admin fee / account holder | $347 | $2,843-87.8% | $6,033-94.3% | $3,203-89.2% |