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| Provider | Service type | Compensation |
|---|---|---|
WAVERLY ADVISORS, LLC4 years Service code 17 · EIN 63-1229657 | Pension Consulting | $55,479 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,602 | $107,218-14.6% | $115,768-20.9% | $79,634+15.0% |
| Participation rate | 38.9% | 76.8%-37.9pp | 74.4%-35.5pp | 62.5%-23.6pp |
| Annual return | 15.36% | 15.41%-0.1pp | 100.46%-85.1pp | 36.46%-21.1pp |
| Employer contribution / active EE | $910 | $3,627-74.9% | $2,940-69.0% | $2,529-64.0% |
| Participant deferral / active EE | $2,357 | $5,091-53.7% | $4,917-52.1% | $3,835-38.5% |
| Admin fee / account holder | $514 | $576-10.8% | $12,439-95.9% | $1,002-48.7% |