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 | $106,110+75.6% | $147,005+26.8% | $77,671+139.9% |
| Participation rate | 96.2% | 78.4%+17.8pp | 82.2%+14.0pp | 70.6%+25.6pp |
| Annual return | 14.57% | 56.77%-42.2pp | 418.76%-404.2pp | 31.21%-16.6pp |
| Employer contribution / active EE | $5,343 | $4,065+31.4% | $4,934+8.3% | $2,726+96.0% |
| Participant deferral / active EE | $8,701 | $7,992+8.9% | $8,070+7.8% | $4,648+87.2% |
| Admin fee / account holder | $14 | $338-95.9% | $13,006-99.9% | $430-96.8% |