Filed March 11, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $322,807 |
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Service code 17 · EIN 13-5674085 | Pension Consulting | $93,745 |
WATERMARK CPA GROUP, LLC1 year Filed as: WATERMARK RETIREMENT Service code 10 · EIN 42-0714325 | Accounting | $30,000 |
WATERMARK RETIREMENT COM5 years Service code 10 · EIN 86-0587483 | Accounting | $25,352 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,552 | $53,136-67.0% | $155,509-88.7% | $199,593-91.2% |
| Participation rate | 80.6% | 64.1%+16.5pp | 78.2%+2.4pp | 72.0%+8.6pp |
| Annual return | 12.23% | 41.15%-28.9pp | 64.67%-52.4pp | 34.25%-22.0pp |
| Employer contribution / active EE | $731 | $1,851-60.5% | $4,672-84.4% | $3,034-75.9% |
| Participant deferral / active EE | $2,757 | $3,161-12.8% | $5,626-51.0% | $5,087-45.8% |
| Admin fee / account holder | $154 | $185-17.0% | $15,912-99.0% | $269-42.7% |