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| Provider | Service type | Compensation |
|---|---|---|
WAVERLY ADVISORS, LLC1 year Service code 17 · EIN 63-1229657 | Pension Consulting | $5,494 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,358 | $45,602-92.6% | $117,472-97.1% | $66,914-95.0% |
| Participation rate | 35.6% | 57.6%-22.1pp | 70.6%-35.0pp | 69.8%-34.2pp |
| Annual return | -15.33% | -16.74%+1.4pp | 29.74%-45.1pp | 1.58%-16.9pp |
| Employer contribution / active EE | $0 | $1,579-100.0% | $4,176-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $305 | $2,845-89.3% | $4,070-92.5% | $4,237-92.8% |
| Admin fee / account holder | $161 | $661-75.7% | $5,645-97.2% | $593-72.9% |