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| Provider | Service type | Compensation |
|---|---|---|
ALLIANCE BENEFIT GROUP1+ years Service code 49 · EIN 76-0500416 | Other Services | $0 |
WORLD INVESTMENT ADVISORS LLC1+ years Service code 99 · EIN 61-1758632 | Other Fees | $0 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,608 | $82,133-11.6% | $147,318-50.7% | $64,097+13.3% |
| Participation rate | 64.2% | 62.3%+1.9pp | 82.1%-17.9pp | 55.2%+9.0pp |
| Annual return | 15.26% | 78.78%-63.5pp | 70.43%-55.2pp | 34.64%-19.4pp |
| Employer contribution / active EE | $2,698 | $2,872-6.1% | $4,593-41.3% | $1,891+42.6% |
| Participant deferral / active EE | $5,423 | $5,407+0.3% | $7,906-31.4% | $3,080+76.1% |
| Admin fee / account holder | $512 | $3,730-86.3% | $13,708-96.3% | $3,454-85.2% |