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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 | $88,360-17.8% | $145,433-50.1% | $67,986+6.8% |
| Participation rate | 64.2% | 65.5%-1.3pp | 82.1%-17.9pp | 57.2%+7.0pp |
| Annual return | 15.26% | 63.15%-47.9pp | 66.58%-51.3pp | 31.67%-16.4pp |
| Employer contribution / active EE | $2,698 | $3,054-11.7% | $4,554-40.8% | $2,019+33.6% |
| Participant deferral / active EE | $5,423 | $5,932-8.6% | $7,897-31.3% | $3,358+61.5% |
| Admin fee / account holder | $512 | $3,313-84.5% | $13,129-96.1% | $3,203-84.0% |