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| Provider | Service type | Compensation |
|---|---|---|
TRAUTMANN MAHER & ASSOCIATES5+ years Service code 15 15130 MAIN STREET · MILL CREEK, WA 98012 | Recordkeeping | $20,166 |
LPL FINANCIAL5+ years Filed as: KMS FINANCIAL SERVICES Service code 27 · EIN 91-0850651 | Advisory (Plan) | $18,979 |
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 | $45,476 | $85,171-46.6% | $172,753-73.7% | $72,976-37.7% |
| Participation rate | 90.6% | 70.1%+20.5pp | 82.6%+7.9pp | 69.5%+21.1pp |
| Annual return | 19.16% | 27.32%-8.2pp | 803.00%-783.8pp | 81.02%-61.9pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,211 | $3,260+29.2% | $5,198-19.0% | $3,608+16.7% |
| Admin fee / account holder | $264 | $5,880-95.5% | $13,956-98.1% | $5,124-94.8% |