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| Provider | Service type | Compensation |
|---|---|---|
WAVERLY ADVISORS, LLC1 year Filed as: WAVERLY ADVISORS LLC Service code 27 · EIN 63-1229657 | Advisory (Plan) | $71,172 |
Service code 37 · EIN 04-2647786 | Loan Processing | $33,559 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,551 | $106,264+29.4% | $147,117-6.5% | $77,762+76.9% |
| Participation rate | 92.1% | 78.4%+13.7pp | 82.2%+9.9pp | 70.6%+21.5pp |
| Annual return | 12.69% | 56.94%-44.2pp | 420.54%-407.8pp | 31.27%-18.6pp |
| Employer contribution / active EE | $2,676 | $4,074-34.3% | $4,932-45.7% | $2,728-1.9% |
| Participant deferral / active EE | $9,405 | $8,003+17.5% | $8,065+16.6% | $4,651+102.2% |
| Admin fee / account holder | $209 | $334-37.4% | $12,993-98.4% | $433-51.6% |