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| Provider | Service type | Compensation |
|---|---|---|
WAVERLY ADVISORS, LLC1 year Filed as: WAVERLY ADVISORS Service code 27 · EIN 63-1229657 | Advisory (Plan) | $26,229 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $5,535 |
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 | $30,965 | $80,731-61.6% | $103,378-70.0% | $74,400-58.4% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 13.75% | 27.56%-13.8pp | 24.91%-11.2pp | 1367.51%-1353.8pp |
| Employer contribution / active EE | $3,195 | $3,159+1.1% | $3,870-17.4% | $2,624+21.7% |
| Participant deferral / active EE | $4,661 | $3,862+20.7% | $5,058-7.9% | $4,348+7.2% |
| Admin fee / account holder | $210 | $2,369-91.1% | $8,401-97.5% | $1,944-89.2% |