Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
TRAUTMANN MAHER & ASSOCIATES2+ years Filed as: TRAUTMANN MAHER AND ASSOCIATES Service code 15 · EIN 91-1526584 | Recordkeeping | $56,518 |
K&L GATES2+ years Filed as: K & L GATES Service code 29 925 FOURTH AVE · SEATTLE, WA 98104 | Legal | $28,454 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $23,350 |
MATRIX TRUST COMPANY2+ years Service code 18 2800 NORTH CENTRAL AVE · PHOENIX, AZ 85004 | Trustee (directed); Custodial (other ... | $11,596 |
CLIFTONLARSONALLEN LLP2+ years Filed as: CLIFTONLARSONALLEN, LLP Service code 10 · EIN 41-0746749 | Accounting | $10,255 |
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.
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 | $12,065 | $96,458-87.5% | $136,298-91.1% | $77,958-84.5% |
| Participation rate | 92.8% | 75.4%+17.5pp | 81.9%+10.9pp | 71.6%+21.2pp |
| Annual return | 17.22% | 23.78%-6.6pp | 5156.27%-5139.0pp | 20.87%-3.6pp |
| Employer contribution / active EE | $1,085 | $3,144-65.5% | $4,696-76.9% | $2,310-53.0% |
| Participant deferral / active EE | $887 | $5,902-85.0% | $6,247-85.8% | $3,537-74.9% |
| Admin fee / account holder | $45 | $80-44.6% | $9,244-99.5% | $97-54.2% |