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| Provider | Service type | Compensation |
|---|---|---|
TRAUTMANN MAHER & ASSOCIATES1+ years Filed as: TRAUTMANN MAHER AND ASSOCIATES Service code 15 · EIN 91-1526584 | Recordkeeping | $42,863 |
K&L GATES1+ years Filed as: K & L GATES Service code 29 925 FOURTH AVE · SEATTLE, WA 98104 | Legal | $24,910 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $16,527 |
CLIFTONLARSONALLEN LLP1+ years Filed as: CLIFTONLARSONALLEN, LLP Service code 10 · EIN 41-0746749 | Accounting | $15,089 |
MATRIX TRUST COMPANY1+ years Service code 18 2800 NORTH CENTRAL AVE · PHOENIX, AZ 85004 | Custodial (securities); Custodial (ot... | $8,202 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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.
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 | $9,743 | $85,635-88.6% | $123,894-92.1% | $63,975-84.8% |
| Participation rate | 53.3% | 74.9%-21.6pp | 81.4%-28.1pp | 71.1%-17.8pp |
| Annual return | -0.49% | 15.74%-16.2pp | 47.52%-48.0pp | 48.65%-49.1pp |
| Employer contribution / active EE | $903 | $3,076-70.6% | $4,617-80.4% | $2,182-58.6% |
| Participant deferral / active EE | $876 | $5,667-84.5% | $5,984-85.4% | $3,356-73.9% |
| Admin fee / account holder | $62 | $75-16.6% | $8,357-99.3% | $70-11.3% |