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| Provider | Service type | Compensation |
|---|---|---|
TRAUTMANN MAHER & ASSOCIATES1+ years Service code 15 · EIN 91-1526584 | Recordkeeping | $54,015 |
RBC WEALTH MANAGEMENT1+ years Service code 26 · EIN 41-1416330 | Advisory (Participants) | $50,658 |
MATRIX TRUST COMPANY1+ years Filed as: MATRIX TRUST Service code 19 · EIN 65-1214236 | Securities Custodian | $17,325 |
CLARK NUBER1+ years Service code 10 · EIN 91-1194016 | Accounting | $14,333 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $33,078 | $34,220-3.3% | $73,836-55.2% | $59,188-44.1% |
| Participation rate | 69.9% | 59.1%+10.8pp | 73.4%-3.5pp | 69.4%+0.5pp |
| Annual return | 1.88% | 3.36%-1.5pp | 2268.06%-2266.2pp | 5.51%-3.6pp |
| Employer contribution / active EE | $1,512 | $1,480+2.1% | $2,787-45.8% | $2,098-27.9% |
| Participant deferral / active EE | $1,657 | $2,035-18.6% | $3,583-53.7% | $3,265-49.2% |
| Admin fee / account holder | $158 | $64+146.4% | $4,882-96.8% | $92+71.2% |