Filed October 18, 2004
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
TRAUTMANN MAHER & ASSOCIATES2+ years Filed as: TRAUTMANN MAHER & ASSOCIATES, INC Service code 15 · EIN 95-1526584 15130 MAIN STREET, SUITE 300 · MILL CREEK, WA 98012 | Recordkeeping | $28,189 |
VERAPATH GLOBAL INVESTING, LLS2+ years Service code 24 · EIN 20-0097878 222 SOUTH MAIN STREE, SUITE 500 · SALT LAKE CITY, UT 84101 | Discretionary Trustee | $23,225 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,812 | $74,089-36.8% | $133,975-65.1% | $55,167-15.1% |
| Participation rate | 64.1% | 84.3%-20.2pp | 87.1%-23.0pp | 69.0%-4.9pp |
| Annual return | 7.54% | 12.11%-4.6pp | 29.29%-21.8pp | 169.23%-161.7pp |
| Employer contribution / active EE | $3,490 | $3,064+13.9% | $5,211-33.0% | $1,963+77.8% |
| Participant deferral / active EE | $2,285 | $4,678-51.2% | $6,282-63.6% | $3,054-25.2% |
| Admin fee / account holder | $349 | $458-23.7% | $9,324-96.3% | $504-30.6% |