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| Provider | Service type | Compensation |
|---|---|---|
WAVERLY ADVISORS, LLC1 year Filed as: WAVERLY ADVISORS Service code 17 · EIN 63-1229657 | Pension Consulting | $150 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $24,307 | $102,661-76.3% | $151,645-84.0% | $66,949-63.7% |
| Participation rate | 76.9% | 85.5%-8.6pp | 87.5%-10.6pp | 69.8%+7.1pp |
| Annual return | -14.83% | -10.81%-4.0pp | 3.34%-18.2pp | 1.57%-16.4pp |
| Employer contribution / active EE | $2,778 | $4,184-33.6% | $6,165-54.9% | $2,545+9.1% |
| Participant deferral / active EE | $6,068 | $6,645-8.7% | $8,363-27.4% | $4,239+43.1% |
| Admin fee / account holder | $1 | $630-99.8% | $11,614-100.0% | $594-99.8% |