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| Provider | Service type | Compensation |
|---|---|---|
WAVERLY ADVISORS, LLC3 years Filed as: WAVERLY ADVISORS Service code 17 · EIN 63-1229657 | Pension Consulting | $706 |
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 | $51,459 | $101,672-49.4% | $147,117-65.0% | $74,478-30.9% |
| Participation rate | 84.8% | 75.5%+9.3pp | 82.2%+2.6pp | 67.2%+17.6pp |
| Annual return | 18.84% | 8757.83%-8739.0pp | 420.54%-401.7pp | 1370.56%-1351.7pp |
| Employer contribution / active EE | $4,169 | $3,813+9.3% | $4,932-15.5% | $2,626+58.7% |
| Participant deferral / active EE | $9,217 | $7,305+26.2% | $8,065+14.3% | $4,350+111.9% |
| Admin fee / account holder | $5 | $1,753-99.7% | $12,993-100.0% | $1,946-99.7% |