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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WORLD INVESTMENT ADVISORS, LLC Service code 99 · EIN 61-1758632 | Other Fees | $23,984 |
Filed as: ANGELL PENSION GROUP Service code 49 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Other Services | $5,027 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,905 | $101,798+4.0% | $165,071-35.8% | $80,935+30.9% |
| Participation rate | 95.9% | 71.8%+24.1pp | 78.6%+17.3pp | 67.7%+28.2pp |
| Annual return | 16.39% | 16.73%-0.3pp | 70.17%-53.8pp | 35.66%-19.3pp |
| Employer contribution / active EE | $2,579 | $2,954-12.7% | $4,347-40.7% | $2,757-6.4% |
| Participant deferral / active EE | $6,350 | $4,476+41.9% | $6,035+5.2% | $4,299+47.7% |
| Admin fee / account holder | $46 | $8,221-99.4% | $12,695-99.6% | $6,924-99.3% |