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 | $106,247+75.4% | $147,096+26.7% | $77,714+139.8% |
| Participation rate | 96.2% | 78.4%+17.8pp | 82.2%+14.0pp | 70.6%+25.6pp |
| Annual return | 14.57% | 56.87%-42.3pp | 419.75%-405.2pp | 31.26%-16.7pp |
| Employer contribution / active EE | $5,343 | $4,069+31.3% | $4,936+8.2% | $2,727+95.9% |
| Participant deferral / active EE | $8,701 | $7,996+8.8% | $8,071+7.8% | $4,649+87.2% |
| Admin fee / account holder | $14 | $338-95.9% | $13,005-99.9% | $433-96.8% |