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| Provider | Service type | Compensation |
|---|---|---|
THE WATERFORD GROUP LLC5 years Service code 28 · EIN 80-0675279 1657 EAST AVENUE · ROCHESTER, NY 14610 | Investment Management | $21,631 |
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $54,982-100.0% | $227,282-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 24.0%-24.0pp | 35.4%-35.4pp | 8.4%-8.4pp |
| Annual return | 0.43% | 9.11%-8.7pp | 10.75%-10.3pp | 18.35%-17.9pp |
| Employer contribution / active EE | $8,175 | $16,122-49.3% | $35,170-76.8% | $14,669-44.3% |
| Participant deferral / active EE | $0 | $43-100.0% | $82-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $3,192-100.0% | $4,611-100.0% | $9,141-100.0% |