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 |
|---|---|---|
Filed as: ROCATION INVESTMENT ADVISORS, LLC Service code 16 · EIN 04-3638035 | Consulting | $158,619 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $106,869 |
Service code 37 · EIN 04-2647786 | Loan Processing | $66,303 |
MCM CPAS & ADVISORS LLP1 year Filed as: MCM CPAS & ADVISORS Service code 16 · EIN 27-1235638 | Consulting | $27,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $298,733 | $105,173+184.0% | $87,102+243.0% | $77,775+284.1% |
| Participation rate | 99.7% | 85.8%+13.9pp | 76.9%+22.8pp | 73.2%+26.5pp |
| Annual return | 22.79% | 24.52%-1.7pp | 28.19%-5.4pp | 32.58%-9.8pp |
| Employer contribution / active EE | $5,246 | $2,890+81.5% | $2,521+108.1% | $2,504+109.5% |
| Participant deferral / active EE | $11,935 | $5,048+136.4% | $4,048+194.8% | $3,966+200.9% |
| Admin fee / account holder | $189 | $105+80.9% | $7,493-97.5% | $100+89.0% |