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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 | $106,164+29.6% | $147,041-6.5% | $77,692+77.0% |
| Participation rate | 92.1% | 78.4%+13.7pp | 82.2%+10.0pp | 70.6%+21.6pp |
| Annual return | 12.69% | 56.81%-44.1pp | 419.21%-406.5pp | 31.25%-18.6pp |
| Employer contribution / active EE | $2,676 | $4,066-34.2% | $4,935-45.8% | $2,726-1.8% |
| Participant deferral / active EE | $9,405 | $7,993+17.7% | $8,071+16.5% | $4,648+102.3% |
| Admin fee / account holder | $209 | $338-38.0% | $13,006-98.4% | $431-51.3% |