Filed April 4, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRAUTMANN, MAHER & ASSOCIATES INC Service code 15 · EIN 91-1526584 | Recordkeeping | $6,945 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $28,152 | $52,961-46.8% | $172,755-83.7% | $65,185-56.8% |
| Participation rate | 92.7% | 66.2%+26.5pp | 82.6%+10.0pp | 70.2%+22.5pp |
| Annual return | 29.36% | 30.12%-0.8pp | 802.94%-773.6pp | 29.38%0pp |
| Employer contribution / active EE | $1,345 | $2,190-38.6% | $5,144-73.8% | $2,177-38.2% |
| Participant deferral / active EE | $3,776 | $2,471+52.8% | $5,198-27.4% | $3,514+7.4% |
| Admin fee / account holder | $40 | $472-91.5% | $13,955-99.7% | $847-95.3% |