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 | $106,164+5.3% | $147,041-24.0% | $77,692+43.9% |
| Participation rate | 99.1% | 78.4%+20.7pp | 82.2%+16.9pp | 70.6%+28.5pp |
| Annual return | 15.04% | 56.81%-41.8pp | 419.21%-404.2pp | 31.25%-16.2pp |
| Employer contribution / active EE | $8,011 | $4,066+97.0% | $4,935+62.3% | $2,726+193.9% |
| Participant deferral / active EE | $11,310 | $7,993+41.5% | $8,071+40.1% | $4,648+143.3% |
| Admin fee / account holder | $197 | $338-41.6% | $13,006-98.5% | $431-54.2% |