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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $3,900 |
Service code 26 · EIN 83-3759061 | Advisory (Participants) | $0 |
WAVERLY ADVISORS, LLC1 year Service code 26 · EIN 63-1229657 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,487 | $110,379-57.0% | $102,412-53.6% | $145,884-67.4% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.9pp |
| Annual return | 7.74% | 24.84%-17.1pp | 24.94%-17.2pp | 551.85%-544.1pp |
| Employer contribution / active EE | $4,661 | $4,216+10.6% | $3,870+20.5% | $4,6620% |
| Participant deferral / active EE | $11,692 | $5,622+108.0% | $5,060+131.1% | $6,690+74.8% |
| Admin fee / account holder | $723 | $9,745-92.6% | $8,388-91.4% | $13,392-94.6% |