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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 | $134,891 |
CLIFTONLARSONALLEN LLP3+ years Filed as: CLIFTONLARSONALLEN, LLP Service code 10 · EIN 41-0746749 | Accounting | $16,175 |
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $16,175 |
MATRIX TRUST COMPANY3+ years Service code 18 2800 NORTH CENTRAL AVE · PHOENIX, AZ 85004 | Trustee (bank, trust company, or simi... | $3,212 |
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 | $18,633 | $75,388-75.3% | $123,553-84.9% | $55,725-66.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.3%+17.7pp | 70.9%+29.1pp |
| Annual return | 10.42% | 4.48%+5.9pp | 119.21%-108.8pp | 244.93%-234.5pp |
| Employer contribution / active EE | $1,916 | $3,063-37.4% | $4,628-58.6% | $2,078-7.8% |
| Participant deferral / active EE | $2,217 | $5,651-60.8% | $6,426-65.5% | $3,356-33.9% |
| Admin fee / account holder | $139 | $120+15.9% | $9,284-98.5% | $115+20.6% |