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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WORLD INVESTMENT ADVISORS, LLC Service code 14 · EIN 61-1758632 24 E. COTA ST. SUITE 200 · SANTA BARBARA, CA 93101 | Plan Administrator | $39,264 |
NATIONWIDE10+ years Service code 64 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $32,395 |
PEERY & ASSOCIATES, INC.4 years Service code 14 · EIN 94-3274051 PO BOX 850 · PESCADERO, CA 94060 | Plan Administrator | $8,400 |
IRON-CO-FID-COMPREHENSIVE4 years Filed as: IRON-CO FINANCIAL Service code 27 · EIN 26-2409128 5440 W. 110TH ST · SHAWNEE MISSION, KS 66211 | Advisory (Plan) | $5,260 |
NATIONWIDE2 years Filed as: NATIONWIDE LIFE INSURANCE CO. Service code 27 · EIN 31-4156830 10 W. NATIONWIDE BLVD 5-05-111V · COLUMBUS, OH 43215 | Advisory (Plan) | $2,104 |
LINCOLN NATIONAL CORPORATION4 years Filed as: LINCOLN FINANCIAL ADVISORS Service code 13 · EIN 35-1140070 1301 S. CLINTON ST. · FORT WAYNE, IN 46802 | Contract Administrator | $75 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,335 | $50,919+0.8% | $155,556-67.0% | $77,762-34.0% |
| Participation rate | 66.1% | 63.1%+3.0pp | 78.2%-12.2pp | 70.6%-4.5pp |
| Annual return | 12.34% | 34.84%-22.5pp | 64.84%-52.5pp | 31.27%-18.9pp |
| Employer contribution / active EE | $1,656 | $1,991-16.8% | $4,675-64.6% | $2,728-39.3% |
| Participant deferral / active EE | $1,723 | $2,824-39.0% | $5,631-69.4% | $4,651-62.9% |
| Admin fee / account holder | $261 | $437-40.3% | $15,885-98.4% | $433-39.8% |