Plan Ledger DOL Form 5500 · updated monthly

World Group LLC401(k)

THE WORLD GROUP SAVINGS AND INVESTMENT PLAN · CLEVELAND, OH · plan year 2024

Reported admin expense ratio · 2024
0.14%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

World Group LLC reported $96,679 in plan administrative expenses for 2024: 0.14% of average plan assets, above the peer median. Employer contributions averaged $2,997 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 1 year on file its reported administrative ratio rose from 0.10% to 0.14%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other transportation & warehousing employers. By assets it is the 464th-largest of 3,295 plans among Ohio employers on file, and the 292nd of 2,677 in transportation & warehousing. In 2024, employees put in $2.07 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$75,082,396
Participants with balances976
Active participants876
Employer contributions$2,625,079
Employee contributions$5,446,002
Employer contribution per active participant$2,997
Average account balance$76,929
Benefits paid to participants$6,296,909
Plan auditUnmodified (clean) audit opinion
AuditorBARNES WENDLING CPAS,INC.
Plan history2
Yearassets · accounts · employer contribution
2024$75.1M · 976 accts · $2.6M emplr
2023$63.6M · 1,016 accts · $3.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$54,667
Investment management$42,012
Total administrative$96,679
The World Group LLC 401(k) match · 2024
Employer contribution per active participant$2,997
Median for plans this size$3,635
2024$2,997 per active participant
2023$3,068 per active participant

World Group LLC's 2024 employer contribution ran below the $3,635 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
SCHWAB RETIREMENT PLAN SERVICES,INC · Recordkeeping · Investment advisory (participants)$66,551
HIGHLAND CONSULTING ASSOCIATES · Investment management$23,079
COOKSON PEIRCE & CO INC · Investment advisory (participants)$5,260
CHARLES SCHWAB & CO., INC · Securities brokerage$85

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Charles Schwab
2023Charles Schwab

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history2
2024$96,679 · 0.14%
2023$54,942 · 0.10%
Similar plansTransportation & Warehousing · Ohio
Triple T Transport, Inc. OH$108.9M · 0.00%
Beacon Mobility Corp. OH$89.4M · 0.45%
Parsec, Inc. OH$54.3M
World Shipping, Inc. OH$46.6M · 0.09%
Commuteair LLC OH$43.7M · 0.04%
The Wheeling Corporation OH$42.6M · 0.27%

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Source: U.S. Department of Labor, Form 5500 series, EIN 822539058 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.