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| Provider | Service type | Compensation |
|---|---|---|
WAVERLY ADVISORS, LLC2 years Service code 17 · EIN 63-1229657 | Pension Consulting | $44,047 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,045 | $51,045-29.4% | $70,515-48.9% | $71,457-49.6% |
| Participation rate | 65.0% | 59.4%+5.6pp | 68.3%-3.4pp | 67.9%-2.9pp |
| Annual return | 15.91% | 42.63%-26.7pp | 32.77%-16.9pp | 28.85%-12.9pp |
| Employer contribution / active EE | $216 | $1,790-87.9% | $2,973-92.7% | $2,588-91.6% |
| Participant deferral / active EE | $1,437 | $3,026-52.5% | $4,567-68.5% | $4,289-66.5% |
| Admin fee / account holder | $269 | $1,994-86.5% | $6,412-95.8% | $1,587-83.1% |