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| Provider | Service type | Compensation |
|---|---|---|
TRAUTMANN MAHER & ASSOCIATES3+ years Filed as: TRAUTMANN MAHER AND ASSOCIATES Service code 15 · EIN 91-1526584 | Recordkeeping | $35,358 |
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS FINACIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $16,175 |
CLIFTONLARSONALLEN LLP3+ years Filed as: CLIFTONLARSONALLEN, LLP Service code 10 · EIN 41-0746749 | Accounting | $8,375 |
MATRIX TRUST COMPANY3+ years Service code 18 2800 NORTH CENTRAL AVE · PHOENIX, AZ 85004 | Trustee (directed); Trustee (bank, tr... | $3,211 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,138 | $75,388-90.5% | $123,544-94.2% | $55,725-87.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.3%+17.7pp | 70.9%+29.1pp |
| Annual return | 6.43% | 4.48%+2.0pp | 119.20%-112.8pp | 244.93%-238.5pp |
| Employer contribution / active EE | $0 | $3,063-100.0% | $4,628-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $0 | $5,651-100.0% | $6,426-100.0% | $3,356-100.0% |
| Admin fee / account holder | $77 | $120-35.3% | $9,284-99.2% | $115-32.7% |