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| Provider | Service type | Compensation |
|---|---|---|
WORLD INVESTMENT ADVISORS LLC1+ years Filed as: WORLD INVESTMENT ADVISORS, LLC Service code 99 | Other Fees | $38 |
20 funds hold $79K of the plan's $87K. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| MyCompass Ind Mod 2055 Fd R Manager not matched · Other | $16K | 20.0% |
| MyCompass Ind Mod 2065 Fd R Manager not matched · Other | $13K | 16.5% |
| MyCompass Ind Mod 2045 Fd R Manager not matched · Other | $9K | 11.4% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $8K | 10.5% |
| MyCompass Ind Agg 2055 Fd R Manager not matched · Other | $5K | 6.9% |
| Fidelity Global ex U.S. Index Fund Fidelity (FMR) · Mutual fund Index | $5K | 6.2% |
| Vangrd Infl-Prt Secs Fund Adm Vanguard · Mutual fund | $3K | 4.2% |
| MyCompass Ind Mod 2035 Fd R Manager not matched · Other | $3K | 3.8% |
| MyCompass Ind Cns Ret Fd R Manager not matched · Collective trust | $3K | 3.2% |
| MyCompass Ind Mod Ret Fd R Manager not matched · Other | $2K | 3.0% |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.