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| Provider | Service type | Compensation |
|---|---|---|
ROCATON INVESTMENT ADVISORS, LLC1+ years Filed as: ROCATON INVESTMENT ADVISORS Service code 27 · EIN 20-0558591 | Advisory (Plan) | $140,822 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $59,415 |
BUCK GLOBAL, LLC1+ years Filed as: BUCK CONSULTANTS Service code 11 · EIN 13-3954297 | Actuarial | $43,618 |
MONDRIAN FUNDS1+ years Service code 28 · EIN 33-1117950 | Investment Management | $22,998 |
GRANT THORNTON LLP1+ years Service code 10 · EIN 36-6055558 | Accounting | $18,624 |
SILVER POINT CAPITAL1+ years Service code 28 · EIN 26-1163682 TWO GREENWICH PLAZA · GREENWICH, CT 06830 | Investment Management | $9,538 |
WALTON STREET MANAGERS VII, L.P.1+ years Filed as: WALTON STREET CAPITAL Service code 28 · EIN 26-1163682 | Investment Management | $6,719 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $0 | $211,396-100.0% | $313,292-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.7%-35.7pp | 4.3%-4.3pp |
| Annual return | -2.98% | -1.29%-1.7pp | -2.79%-0.2pp | 2.81%-5.8pp |
| Employer contribution / active EE | $0 | $11,225-100.0% | $39,327-100.0% | $16,358-100.0% |
| Participant deferral / active EE | $0 | $130-100.0% | $351-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $15,115-100.0% | $1,639-100.0% |