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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WORLD INVESTMENT ADVISORS Service code 27 · EIN 61-1758632 | Advisory (Plan) | $12,303 |
Service code 37 · EIN 04-2647786 100 MAGELLAN WAY · COVOMGTPM, KY 41015 | Loan Processing | $10,480 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 117 VIP DR · WEXFORD, PA 15090 | Advisory (Plan) | $294 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,229 | $60,504+107.0% | $81,882+52.9% | $74,478+68.1% |
| Participation rate | 100.0% | 62.9%+37.1pp | 72.4%+27.6pp | 67.2%+32.8pp |
| Annual return | 14.66% | 16.91%-2.3pp | 779.47%-764.8pp | 1370.56%-1355.9pp |
| Employer contribution / active EE | $6,761 | $2,627+157.4% | $2,916+131.9% | $2,626+157.4% |
| Participant deferral / active EE | $4,956 | $3,400+45.8% | $4,323+14.6% | $4,350+13.9% |
| Admin fee / account holder | $168 | $1,492-88.7% | $7,360-97.7% | $1,946-91.3% |