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| Provider | Service type | Compensation |
|---|---|---|
WAVERLY ADVISORS, LLC3 years Service code 17 · EIN 63-1229657 | Pension Consulting | $79,131 |
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.
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 | $44,705 | $106,110-57.9% | $147,005-69.6% | $77,671-42.4% |
| Participation rate | 43.7% | 78.4%-34.7pp | 82.2%-38.5pp | 70.6%-26.9pp |
| Annual return | 14.96% | 56.77%-41.8pp | 418.76%-403.8pp | 31.21%-16.3pp |
| Employer contribution / active EE | $1,504 | $4,065-63.0% | $4,934-69.5% | $2,726-44.9% |
| Participant deferral / active EE | $2,887 | $7,992-63.9% | $8,070-64.2% | $4,648-37.9% |
| Admin fee / account holder | $196 | $338-42.0% | $13,006-98.5% | $430-54.5% |