See peer percentile detail. $4.99 for your first month.
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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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,335 | $50,815+1.0% | $155,509-67.0% | $77,643-33.9% |
| Participation rate | 66.1% | 63.1%+2.9pp | 78.2%-12.1pp | 70.6%-4.5pp |
| Annual return | 12.34% | 34.80%-22.5pp | 64.67%-52.3pp | 31.24%-18.9pp |
| Employer contribution / active EE | $1,656 | $1,993-16.9% | $4,672-64.6% | $2,726-39.2% |
| Participant deferral / active EE | $1,723 | $2,822-38.9% | $5,626-69.4% | $4,647-62.9% |
| Admin fee / account holder | $261 | $437-40.3% | $15,912-98.4% | $430-39.4% |