Filed June 2, 2026
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| Provider | Service type | Compensation |
|---|---|---|
TRAUTMANN MAHER & ASSOCIATES7+ years Filed as: TRAUTMANN, MAHER & ASSOCIATES, INC. Service code 15 · EIN 91-1526584 | Recordkeeping | $46,700 |
LUCID ADVISORS, INC.7+ years Service code 26 · EIN 91-2050140 | Advisory (Participants) | $26,950 |
MATRIX TRUST COMPANY2 years Service code 19 · EIN 75-3182674 | Securities Custodian | $22,070 |
Service code 10 · EIN 91-1275259 | Accounting | $16,089 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $276,815 | $93,131+197.2% | $106,555+159.8% | $86,821+218.8% |
| Participation rate | 51.3% | 81.4%-30.1pp | 76.1%-24.8pp | 72.3%-21.0pp |
| Annual return | 14.13% | 19.45%-5.3pp | 26.80%-12.7pp | 97.94%-83.8pp |
| Employer contribution / active EE | $5,649 | $2,895+95.1% | $2,819+100.4% | $2,406+134.8% |
| Participant deferral / active EE | $7,111 | $4,708+51.0% | $4,399+61.7% | $4,132+72.1% |
| Admin fee / account holder | $446 | $145+207.1% | $7,408-94.0% | $170+162.7% |