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| Provider | Service type | Compensation |
|---|---|---|
THE WATERFORD GROUP LLC6 years Service code 28 · EIN 80-0675279 1657 EAST AVENUE · ROCHESTER, NY 14610 | Investment Management | $23,104 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,234-100.0% | $267,477-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 24.1%-24.1pp | 35.5%-35.5pp | 5.6%-5.6pp |
| Annual return | -7.47% | -14.45%+7.0pp | -38.86%+31.4pp | 39.82%-47.3pp |
| Employer contribution / active EE | $8,823 | $14,058-37.2% | $37,752-76.6% | $19,980-55.8% |
| Participant deferral / active EE | $0 | $0 | $16-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $77-100.0% | $16,942-100.0% | $62-100.0% |