Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
WAVERLY ADVISORS, LLC3 years Service code 17 · EIN 63-1229657 | Pension Consulting | $40,300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,717 | $88,186-28.9% | $165,071-62.0% | $74,459-15.8% |
| Participation rate | 58.7% | 73.1%-14.4pp | 78.6%-19.9pp | 67.2%-8.5pp |
| Annual return | 9.24% | 17.13%-7.9pp | 70.17%-60.9pp | 1369.70%-1360.5pp |
| Employer contribution / active EE | $1,424 | $2,600-45.2% | $4,347-67.2% | $2,626-45.8% |
| Participant deferral / active EE | $3,527 | $4,505-21.7% | $6,035-41.6% | $4,350-18.9% |
| Admin fee / account holder | $463 | $2,234-79.3% | $12,695-96.4% | $1,945-76.2% |