Filed September 29, 2006 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
ROCATON INVESTMENT ADVISORS, LLC1+ years Filed as: ROCATION INVESTMENT ADVISORS Service code 17 · EIN 04-3638035 | Pension Consulting | $150,000 |
Filed as: FIDELITY INSTITUTIONAL ASSET MGMT Service code 51 · EIN 04-3532603 | Investment Mgmt Fees | $140,964 |
MOUNTJOY CHILTON MEDLEY LLP1+ years Filed as: MOUNTJOY CHILTON MEDLEY, LLP Service code 10 · EIN 27-1235638 | Accounting | $29,450 |
DEAN DORTON ALLEN FORD, PLLC1+ years Filed as: DEAN DORTON ALLEN FORD Service code 10 · EIN 27-3858252 | Accounting | $21,225 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$424,620 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,193 | $71,957+153.2% | $67,652+169.3% | $59,188+207.8% |
| Participation rate | 97.1% | 82.7%+14.4pp | 75.7%+21.4pp | 69.4%+27.6pp |
| Annual return | -0.06% | 8.53%-8.6pp | 6625.40%-6625.5pp | 5.51%-5.6pp |
| Employer contribution / active EE | $6,772 | $2,432+178.5% | $2,266+198.9% | $2,098+222.8% |
| Participant deferral / active EE | $10,015 | $4,211+137.8% | $3,560+181.3% | $3,265+206.8% |
| Admin fee / account holder | $25 | $64-60.9% | $4,821-99.5% | $92-72.8% |