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| Provider | Service type | Compensation |
|---|---|---|
TRAUTMANN MAHER & ASSOCIATES1+ years Filed as: TRAUTMANN MAHER AND ASSOCIATES, INC Service code 15 · EIN 91-1526584 | Recordkeeping | $8,337 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO., INC Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $21,711 | $41,281-47.4% | $109,313-80.1% | $57,658-62.3% |
| Participation rate | 78.7% | 59.3%+19.4pp | 71.3%+7.5pp | 70.2%+8.5pp |
| Annual return | 3.05% | 8.97%-5.9pp | 22.07%-19.0pp | 5.13%-2.1pp |
| Employer contribution / active EE | $1,557 | $1,201+29.6% | $3,892-60.0% | $1,974-21.1% |
| Participant deferral / active EE | $1,868 | $2,223-16.0% | $3,166-41.0% | $3,061-39.0% |
| Admin fee / account holder | $5 | $75-93.6% | $5,666-99.9% | $95-94.9% |