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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 | $60,393+107.4% | $81,820+53.1% | $74,429+68.3% |
| Participation rate | 100.0% | 62.9%+37.1pp | 72.4%+27.6pp | 67.2%+32.8pp |
| Annual return | 14.66% | 16.89%-2.2pp | 777.93%-763.3pp | 1368.38%-1353.7pp |
| Employer contribution / active EE | $6,761 | $2,626+157.4% | $2,915+131.9% | $2,625+157.6% |
| Participant deferral / active EE | $4,956 | $3,397+45.9% | $4,323+14.6% | $4,348+14.0% |
| Admin fee / account holder | $168 | $1,491-88.7% | $7,391-97.7% | $1,944-91.3% |