Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
WAVERLY ADVISORS, LLC2 years Filed as: WAVERLY ADVISORS Service code 17 · EIN 63-1229657 | Pension Consulting | $653 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,628 | $130,294-70.4% | $170,043-77.3% | $71,511-46.0% |
| Participation rate | 83.6% | 86.2%-2.5pp | 87.0%-3.4pp | 67.9%+15.7pp |
| Annual return | 27.69% | 20.36%+7.3pp | 53.40%-25.7pp | 28.86%-1.2pp |
| Employer contribution / active EE | $4,136 | $4,385-5.7% | $6,790-39.1% | $2,589+59.7% |
| Participant deferral / active EE | $8,599 | $6,928+24.1% | $10,410-17.4% | $4,291+100.4% |
| Admin fee / account holder | $5 | $966-99.5% | $12,824-100.0% | $1,588-99.7% |