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| Provider | Service type | Compensation |
|---|---|---|
TRAUTMANN MAHER & ASSOCIATES5+ years Filed as: TRAUTMANN MAHER AND ASSOCIATES Service code 15 · EIN 91-1526584 | Recordkeeping | $56,816 |
K&L GATES2 years Service code 29 · EIN 25-0921018 925 FOURTH AVE · SEATTLE, WA 981041158 | Legal | $23,760 |
CLIFTONLARSONALLEN LLP5+ years Filed as: CLIFTONLARSONALLEN, LLP Service code 10 · EIN 41-0746749 | Accounting | $19,397 |
MATRIX TRUST COMPANY5+ years Service code 18 2800 NORTH CENTRAL AVE · PHOENIX, AZ 85004 | Trustee (bank, trust company, or simi... | $16,295 |
Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $15,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $27,007 | $100,801-73.2% | $149,745-82.0% | $73,412-63.2% |
| Participation rate | 100.0% | 77.7%+22.3pp | 82.5%+17.5pp | 72.2%+27.8pp |
| Annual return | 16.72% | 265.34%-248.6pp | 276.72%-260.0pp | 59.30%-42.6pp |
| Employer contribution / active EE | $1,197 | $3,312-63.9% | $4,646-74.2% | $2,234-46.4% |
| Participant deferral / active EE | $1,399 | $6,404-78.2% | $6,843-79.6% | $3,806-63.3% |
| Admin fee / account holder | $83 | $181-53.8% | $9,312-99.1% | $158-47.1% |