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| Provider | Service type | Compensation |
|---|---|---|
TRAUTMANN MAHER & ASSOCIATES1+ years Filed as: TRAUTMANN, MAHER & ASSOC., INC. Service code 17 · EIN 91-1526584 | Pension Consulting | $800 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $5,956 | $26,805-77.8% | $59,496-90.0% | $52,331-88.6% |
| Participation rate | 15.3% | 39.3%-24.0pp | 54.6%-39.2pp | 68.1%-52.8pp |
| Annual return | -0.19% | 2.61%-2.8pp | 182.05%-182.2pp | 4.54%-4.7pp |
| Employer contribution / active EE | $0 | $450-100.0% | $1,153-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $186 | $916-79.7% | $1,829-89.8% | $3,022-93.8% |
| Admin fee / account holder | $11 | $305-96.3% | $2,232-99.5% | $592-98.1% |