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| Provider | Service type | Compensation |
|---|---|---|
TRAUTMANN MAHER & ASSOCIATES2 years Service code 15 · EIN 91-1526584 | Recordkeeping | $7,529 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $20,432 | $47,648-57.1% | $130,660-84.4% | $67,582-69.8% |
| Participation rate | 59.0% | 60.4%-1.4pp | 71.7%-12.8pp | 71.3%-12.3pp |
| Annual return | 21.41% | 25.73%-4.3pp | 1709.29%-1687.9pp | 378.57%-357.2pp |
| Employer contribution / active EE | $0 | $1,408-100.0% | $4,092-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $1,651 | $2,616-36.9% | $3,603-54.2% | $3,539-53.4% |
| Admin fee / account holder | $29 | $105-72.2% | $5,463-99.5% | $142-79.5% |