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| Provider | Service type | Compensation |
|---|---|---|
TRAUTMANN MAHER & ASSOCIATES3 years Service code 15 · EIN 91-1526584 | Recordkeeping | $5,886 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $28,490 | $53,774-47.0% | $134,162-78.8% | $79,856-64.3% |
| Participation rate | 82.8% | 58.8%+24.0pp | 72.2%+10.6pp | 69.6%+13.1pp |
| Annual return | 15.32% | 19.01%-3.7pp | 36.35%-21.0pp | 31.71%-16.4pp |
| Employer contribution / active EE | $0 | $1,322-100.0% | $3,705-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $10,777 | $2,420+345.4% | $3,500+208.0% | $3,741+188.1% |
| Admin fee / account holder | $32 | $3,985-99.2% | $6,685-99.5% | $5,306-99.4% |