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| Provider | Service type | Compensation |
|---|---|---|
WATERMARK ASSET MANAGEMENT, INC.2+ years Service code 28 · EIN 91-1832814 | Investment Management | $10,929 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,921 | $75,183+95.4% | $123,894+18.6% | $55,167+166.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 81.4%+18.6pp | 69.0%+31.0pp |
| Annual return | 18.75% | 19.01%-0.3pp | 47.52%-28.8pp | 169.23%-150.5pp |
| Employer contribution / active EE | $18,072 | $2,823+540.1% | $4,617+291.4% | $1,963+820.8% |
| Participant deferral / active EE | $0 | $5,084-100.0% | $5,984-100.0% | $3,054-100.0% |
| Admin fee / account holder | $73 | $663-89.0% | $8,357-99.1% | $504-85.6% |