Filed January 30, 2018
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| Provider | Service type | Compensation |
|---|---|---|
WAVERLY ADVISORS, LLC1 year Service code 17 · EIN 63-1229657 | Pension Consulting | $11,950 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,731 | $82,188+66.4% | $125,391+9.0% | $64,824+110.9% |
| Participation rate | 96.3% | 77.9%+18.4pp | 82.4%+13.9pp | 71.5%+24.8pp |
| Annual return | -13.97% | 3.50%-17.5pp | 572.41%-586.4pp | 32.84%-46.8pp |
| Employer contribution / active EE | $5,256 | $3,617+45.3% | $4,816+9.1% | $2,507+109.6% |
| Participant deferral / active EE | $7,868 | $7,177+9.6% | $7,448+5.6% | $4,311+82.5% |
| Admin fee / account holder | $11 | $163-93.2% | $10,009-99.9% | $188-94.1% |