Filed February 25, 2019 (most recent of 4 filings on file)
Total covered: 6 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 620 COOLIDGE DRIVE, STE. 180 · FOLSOM, CA 95630 | Advisory (Participants) | $33,448 |
TRAUTMANN MAHER & ASSOCIATES3 years Filed as: TRAUTMANN, MAHER & ASSOCIATES,INC. Service code 13 · EIN 91-1526584 | Contract Administrator | $6,600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $28,610 | $78,275-63.4% | $109,143-73.8% | $86,799-67.0% |
| Participation rate | 39.3% | 73.8%-34.6pp | 75.9%-36.6pp | 72.3%-33.0pp |
| Annual return | 12.17% | 19.14%-7.0pp | 25.75%-13.6pp | 97.91%-85.7pp |
| Employer contribution / active EE | $772 | $3,105-75.1% | $3,722-79.3% | $2,405-67.9% |
| Participant deferral / active EE | $792 | $3,641-78.3% | $4,653-83.0% | $4,131-80.8% |
| Admin fee / account holder | $182 | $198-8.3% | $6,752-97.3% | $170+7.3% |