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| Provider | Service type | Compensation |
|---|---|---|
FC 360, INC.-LOUIS BARRIENTOS1+ years Filed as: INC WORLD INVESTMENT ADVIS Service code 99 | Other Fees | $53,043 |
MOMENTA, INC.1+ years Filed as: MOMENTA, INC Service code 49 | Other Services | $19,028 |
PENSION ASSURANCE LLP1+ years Service code 10 · EIN 30-0840934 | Accounting | $12,500 |
WORLD INVESTMENT ADVISORS LLC1+ years Filed as: WORLD INVESTMENT ADVISORS, LLC MOME Service code 49 · EIN 61-1758632 STE 455 5201 GREAT AMERICA PKWY · SANTA CLARA, CA 95054 | Other Services | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,334 | $106,247-63.0% | $147,096-73.3% | $77,714-49.4% |
| Participation rate | 72.4% | 78.4%-6.0pp | 82.2%-9.8pp | 70.6%+1.8pp |
| Annual return | 63.66% | 56.87%+6.8pp | 419.75%-356.1pp | 31.26%+32.4pp |
| Employer contribution / active EE | $2,082 | $4,069-48.8% | $4,936-57.8% | $2,727-23.7% |
| Participant deferral / active EE | $5,852 | $7,996-26.8% | $8,071-27.5% | $4,649+25.9% |
| Admin fee / account holder | $252 | $338-25.5% | $13,005-98.1% | $433-41.8% |