Filed January 30, 2018
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| Provider | Service type | Compensation |
|---|---|---|
WAVERLY ADVISORS, LLC3 years Service code 17 · EIN 63-1229657 | Pension Consulting | $9,233 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,363 | $106,264+75.4% | $147,117+26.7% | $77,762+139.7% |
| Participation rate | 96.2% | 78.4%+17.7pp | 82.2%+14.0pp | 70.6%+25.6pp |
| Annual return | 14.57% | 56.94%-42.4pp | 420.54%-406.0pp | 31.27%-16.7pp |
| Employer contribution / active EE | $5,343 | $4,074+31.2% | $4,932+8.3% | $2,728+95.9% |
| Participant deferral / active EE | $8,701 | $8,003+8.7% | $8,065+7.9% | $4,651+87.1% |
| Admin fee / account holder | $14 | $334-95.9% | $12,993-99.9% | $433-96.8% |