Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $23,018 |
WAVERLY ADVISORS, LLC1 year Filed as: WAVERLY ADVISORS LLC Service code 27 · EIN 63-1229657 | Advisory (Plan) | $18,208 |
WARREN AVERETT, LLC1 year Filed as: WARREN AVERETT BENEFIT CONSULTANTS Service code 13 · EIN 63-1239856 | Contract Administrator | $4,979 |
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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,175 | $73,459-78.0% | $178,528-90.9% | $74,429-78.3% |
| Participation rate | 49.4% | 66.5%-17.1pp | 77.1%-27.7pp | 67.2%-17.8pp |
| Annual return | 29.59% | 17.50%+12.1pp | 27.11%+2.5pp | 1368.38%-1338.8pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,950-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $3,110 | $4,515-31.1% | $6,278-50.5% | $4,348-28.5% |
| Admin fee / account holder | $335 | $1,812-81.5% | $10,419-96.8% | $1,944-82.8% |