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| Provider | Service type | Compensation |
|---|---|---|
WAVERLY ADVISORS, LLC3 years Service code 17 · EIN 63-1229657 | Pension Consulting | $62,049 |
Filed as: THE HIGHLANDS GROUP Service code 10 · EIN 82-3217974 | Accounting | $9,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,440 | $73,459-42.2% | $178,528-76.2% | $74,429-43.0% |
| Participation rate | 89.9% | 66.5%+23.4pp | 77.1%+12.8pp | 67.2%+22.7pp |
| Annual return | 14.77% | 17.50%-2.7pp | 27.11%-12.3pp | 1368.38%-1353.6pp |
| Employer contribution / active EE | $1,924 | $2,219-13.3% | $3,950-51.3% | $2,625-26.7% |
| Participant deferral / active EE | $5,153 | $4,515+14.1% | $6,278-17.9% | $4,348+18.5% |
| Admin fee / account holder | $248 | $1,812-86.3% | $10,419-97.6% | $1,944-87.2% |