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| Provider | Service type | Compensation |
|---|---|---|
WATERMARK ASSET MANAGEMENT, INC.6+ years Service code 28 · EIN 91-1832814 | Investment Management | $33,412 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $241,507 | $99,957+141.6% | $149,745+61.3% | $73,497+228.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 5.15% | 53.87%-48.7pp | 276.72%-271.6pp | 28.51%-23.4pp |
| Employer contribution / active EE | $19,718 | $3,191+517.9% | $4,646+324.4% | $2,270+768.6% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,843-100.0% | $3,740-100.0% |
| Admin fee / account holder | $143 | $551-74.0% | $9,312-98.5% | $513-72.1% |