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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $152,518 |
ROCATON INVESTMENT ADVISORS, LLC4+ years Filed as: ROCATION INVESTMENT ADVISORS Service code 16 · EIN 04-3638035 | Consulting | $93,452 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $82,393 |
MCM CPAS & ADVISORS LLP1 year Service code 16 · EIN 27-1235638 | Consulting | $27,000 |
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 | $242,022 | $78,852+206.9% | $76,768+215.3% | $75,289+221.5% |
| Participation rate | 94.7% | 85.0%+9.7pp | 77.0%+17.7pp | 72.4%+22.2pp |
| Annual return | -5.12% | -1.29%-3.8pp | 2.43%-7.5pp | -0.04%-5.1pp |
| Employer contribution / active EE | $4,393 | $2,794+57.2% | $2,485+76.7% | $2,405+82.6% |
| Participant deferral / active EE | $10,380 | $4,800+116.3% | $3,852+169.5% | $3,739+177.6% |
| Admin fee / account holder | $174 | $79+119.8% | $6,676-97.4% | $102+69.7% |