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| Provider | Service type | Compensation |
|---|---|---|
WAVERLY ADVISORS, LLC1 year Service code 17 · EIN 63-1229657 | Pension Consulting | $83,051 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $25,325 | $82,188-69.2% | $125,391-79.8% | $64,824-60.9% |
| Participation rate | 47.6% | 77.9%-30.3pp | 82.4%-34.7pp | 71.5%-23.8pp |
| Annual return | -15.26% | 3.50%-18.8pp | 572.41%-587.7pp | 32.84%-48.1pp |
| Employer contribution / active EE | $1,818 | $3,617-49.7% | $4,816-62.3% | $2,507-27.5% |
| Participant deferral / active EE | $3,195 | $7,177-55.5% | $7,448-57.1% | $4,311-25.9% |
| Admin fee / account holder | $163 | $163-0.2% | $10,009-98.4% | $188-13.3% |