Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $66,375 |
Filed as: WORLD INVESTMENT ADVISORS, LLC Service code 99 · EIN 61-1758632 | Other Fees | $40,531 |
PRIDA, GUIDA & PEREZ, P.A.4 years Filed as: PRIDA, GUIDA & PEREZ, P.A Service code 10 · EIN 59-1978917 | Accounting | $11,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $37,345 | $65,246-42.8% | $98,716-62.2% | $67,986-45.1% |
| Participation rate | 90.0% | 51.4%+38.6pp | 69.3%+20.7pp | 57.2%+32.8pp |
| Annual return | 13.17% | 20.58%-7.4pp | 31.81%-18.6pp | 31.67%-18.5pp |
| Employer contribution / active EE | $830 | $1,042-20.4% | $2,279-63.6% | $2,019-58.9% |
| Participant deferral / active EE | $4,919 | $2,594+89.6% | $4,048+21.5% | $3,358+46.5% |
| Admin fee / account holder | $306 | $4,561-93.3% | $8,703-96.5% | $3,203-90.5% |