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| Provider | Service type | Compensation |
|---|---|---|
THE WATERFORD GROUP LLC7 years Service code 28 · EIN 80-0675279 1657 EAST AVENUE · ROCHESTER, NY 14610 | Investment Management | $26,730 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $37,118-100.0% | $247,553-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 19.5%-19.5pp | 50.4%-50.4pp | 12.4%-12.4pp |
| Annual return | 7.59% | 10.14%-2.5pp | 32.33%-24.7pp | 9.89%-2.3pp |
| Employer contribution / active EE | $5,319 | $16,236-67.2% | $33,960-84.3% | $14,313-62.8% |
| Participant deferral / active EE | $0 | $27-100.0% | $43-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $1,345-100.0% | $10,141-100.0% | $9,084-100.0% |