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| Provider | Service type | Compensation |
|---|---|---|
WATERMARK ASSET MANAGEMENT, INC.1+ years Service code 28 · EIN 91-1832814 | Investment Management | $5,977 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,202 | $70,002+76.0% | $115,038+7.1% | $52,331+135.4% |
| Participation rate | 100.0% | 72.1%+27.9pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | 29.26% | 4.04%+25.2pp | 26.14%+3.1pp | 4.54%+24.7pp |
| Employer contribution / active EE | $16,026 | $2,715+490.3% | $4,608+247.8% | $1,882+751.7% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $6,026-100.0% | $3,022-100.0% |
| Admin fee / account holder | $33 | $566-94.1% | $8,175-99.6% | $592-94.4% |