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| Provider | Service type | Compensation |
|---|---|---|
WAVERLY ADVISORS, LLC3 years Service code 17 · EIN 63-1229657 | Pension Consulting | $35,057 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,874 | $80,763-61.8% | $102,412-69.9% | $74,459-58.5% |
| Participation rate | 58.9% | 65.7%-6.7pp | 74.5%-15.6pp | 67.2%-8.3pp |
| Annual return | 17.96% | 27.57%-9.6pp | 24.94%-7.0pp | 1369.70%-1351.7pp |
| Employer contribution / active EE | $1,800 | $3,160-43.0% | $3,870-53.5% | $2,626-31.4% |
| Participant deferral / active EE | $4,262 | $3,862+10.4% | $5,060-15.8% | $4,350-2.0% |
| Admin fee / account holder | $180 | $2,371-92.4% | $8,388-97.9% | $1,945-90.8% |