Filed December 19, 2018
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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) | $47,219 |
Service code 37 · EIN 04-2647786 | Loan Processing | $35,247 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,798 | $106,230+5.2% | $147,080-24.0% | $77,736+43.8% |
| Participation rate | 99.1% | 78.4%+20.7pp | 82.2%+16.9pp | 70.6%+28.5pp |
| Annual return | 15.04% | 56.91%-41.9pp | 420.17%-405.1pp | 31.26%-16.2pp |
| Employer contribution / active EE | $8,011 | $4,072+96.7% | $4,933+62.4% | $2,728+193.7% |
| Participant deferral / active EE | $11,310 | $8,001+41.4% | $8,066+40.2% | $4,651+143.2% |
| Admin fee / account holder | $197 | $338-41.7% | $12,989-98.5% | $433-54.5% |