Filed December 23, 2014 (most recent of 2 filings on file)
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
TRAUTMANN MAHER & ASSOCIATES6+ years Filed as: TRAUTMANN, MAHER & ASSOCIATES Service code 15 · EIN 91-1526584 | Recordkeeping | $62,080 |
PACIFIC PORTFOLIO CONSULTING6+ years Service code 27 · EIN 20-4049073 | Advisory (Plan) | $40,000 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 82-3967259 | Securities Custodian | $20,353 |
MOSS ADAMS LLP2 years Service code 10 · EIN 91-0189318 | Accounting | $18,375 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,205 | $78,419+48.2% | $133,978-13.3% | $73,412+58.3% |
| Participation rate | 91.2% | 78.6%+12.6pp | 79.8%+11.4pp | 72.2%+19.0pp |
| Annual return | 17.75% | 33.35%-15.6pp | 45.10%-27.3pp | 59.30%-41.5pp |
| Employer contribution / active EE | $1,988 | $2,044-2.7% | $3,919-49.3% | $2,234-11.0% |
| Participant deferral / active EE | $5,133 | $3,925+30.8% | $5,047+1.7% | $3,806+34.9% |
| Admin fee / account holder | $227 | $161+40.5% | $8,930-97.5% | $158+43.5% |