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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WORLD INVESTMENT ADVISORS Service code 99 · EIN 61-1758632 | Other Fees | $14,206 |
Filed as: CBIZ BENEFITS & INSURANCE Service code 49 | Other Services | $3,199 |
Service code 49 · EIN 31-1498244 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $30,535 | $29,525+3.4% | $56,033-45.5% | $77,736-60.7% |
| Participation rate | 14.0% | 32.7%-18.6pp | 52.5%-38.5pp | 70.6%-56.6pp |
| Annual return | 12.25% | 18.90%-6.6pp | 1711.38%-1699.1pp | 31.26%-19.0pp |
| Employer contribution / active EE | $0 | $569-100.0% | $1,041-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $624 | $1,062-41.2% | $1,954-68.0% | $4,651-86.6% |
| Admin fee / account holder | $104 | $1,040-90.0% | $2,827-96.3% | $433-76.0% |