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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $93,663 |
Filed as: WORLD INVESTMENT ADVISORS, LLC Service code 99 · EIN 61-1758632 | Other Fees | $34,676 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,543 | $50,820-63.5% | $155,567-88.1% | $77,671-76.1% |
| Participation rate | 88.3% | 63.1%+25.2pp | 78.2%+10.1pp | 70.6%+17.7pp |
| Annual return | 15.18% | 34.85%-19.7pp | 64.74%-49.6pp | 31.21%-16.0pp |
| Employer contribution / active EE | $2,089 | $1,993+4.8% | $4,674-55.3% | $2,726-23.4% |
| Participant deferral / active EE | $3,613 | $2,823+28.0% | $5,628-35.8% | $4,648-22.3% |
| Admin fee / account holder | $196 | $436-55.0% | $15,916-98.8% | $430-54.4% |