Filed January 30, 2018
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| Provider | Service type | Compensation |
|---|---|---|
WAVERLY ADVISORS, LLC2 years Service code 17 · EIN 63-1229657 | Pension Consulting | $9,233 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,922 | $95,438+68.6% | $135,982+18.3% | $74,473+116.1% |
| Participation rate | 95.9% | 78.2%+17.7pp | 81.9%+14.0pp | 70.7%+25.1pp |
| Annual return | 17.11% | 32.61%-15.5pp | 68.32%-51.2pp | 34.36%-17.3pp |
| Employer contribution / active EE | $4,736 | $3,878+22.1% | $4,859-2.5% | $2,638+79.5% |
| Participant deferral / active EE | $8,512 | $7,790+9.3% | $7,760+9.7% | $4,530+87.9% |
| Admin fee / account holder | $8 | $259-96.7% | $10,767-99.9% | $347-97.6% |