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| Provider | Service type | Compensation |
|---|---|---|
TRAUTMANN MAHER & ASSOCIATES1+ years Filed as: TRAUTMANN MAHER & ASSOC. INC. Service code 15 · EIN 91-1526584 15130 MAIN ST SUITE 300 · MILL CREEK, WA 98012 | Recordkeeping | $11,944 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.
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 | $6,742 | $66,601-89.9% | $92,909-92.7% | $67,579-90.0% |
| Participation rate | 32.2% | 72.5%-40.3pp | 76.0%-43.8pp | 71.3%-39.1pp |
| Annual return | 0.00% | 92.58%-92.6pp | 109.44%-109.4pp | 378.56%-378.6pp |
| Employer contribution / active EE | $0 | $2,775-100.0% | $3,653-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $2,111 | $3,157-33.1% | $4,238-50.2% | $3,539-40.4% |
| Admin fee / account holder | $70 | $199-65.0% | $5,795-98.8% | $142-51.1% |