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| Provider | Service type | Compensation |
|---|---|---|
TRAUTMANN MAHER & ASSOCIATES2+ years Filed as: TRAUTMANN MAHER AND ASSOCIATES, INC Service code 15 · EIN 91-1526584 | Recordkeeping | $6,189 |
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 | $24,979 | $45,324-44.9% | $122,354-79.6% | $69,631-64.1% |
| Participation rate | 72.3% | 59.9%+12.4pp | 71.6%+0.7pp | 70.7%+1.7pp |
| Annual return | 17.06% | 25.35%-8.3pp | 30.28%-13.2pp | 27571.02%-27554.0pp |
| Employer contribution / active EE | $1,428 | $1,230+16.1% | $4,051-64.8% | $2,032-29.8% |
| Participant deferral / active EE | $1,999 | $2,367-15.5% | $3,287-39.2% | $3,224-38.0% |
| Admin fee / account holder | $5 | $87-94.2% | $5,479-99.9% | $110-95.4% |