Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
TRAUTMANN MAHER & ASSOCIATES2+ years Service code 15 · EIN 91-1526584 | Recordkeeping | $55,031 |
RBC WEALTH MANAGEMENT2+ years Service code 26 · EIN 41-1416330 | Advisory (Participants) | $52,481 |
MATRIX TRUST COMPANY2+ years Filed as: MATRIX TRUST Service code 19 · EIN 65-1214236 | Securities Custodian | $18,863 |
CLARK NUBER2+ years Service code 10 · EIN 91-1194016 | Accounting | $13,109 |
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 | $36,005 | $34,495+4.4% | $78,676-54.2% | $63,975-43.7% |
| Participation rate | 66.0% | 60.8%+5.2pp | 73.6%-7.5pp | 71.1%-5.1pp |
| Annual return | 6.79% | 11.62%-4.8pp | 62.19%-55.4pp | 48.65%-41.9pp |
| Employer contribution / active EE | $1,344 | $1,398-3.9% | $2,850-52.9% | $2,182-38.4% |
| Participant deferral / active EE | $1,610 | $2,100-23.3% | $3,517-54.2% | $3,356-52.0% |
| Admin fee / account holder | $165 | $68+143.3% | $4,510-96.3% | $70+134.8% |