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| Provider | Service type | Compensation |
|---|---|---|
ROCATON INVESTMENT ADVISORS, LLC2+ years Filed as: ROCATON INVESTMENT ADVISORS Service code 27 · EIN 20-0558591 | Advisory (Plan) | $144,342 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $58,203 |
BUCK GLOBAL, LLC2+ years Filed as: BUCK CONSULTANTS Service code 11 · EIN 13-3954297 | Actuarial | $36,190 |
MONDRIAN FUNDS2+ years Service code 28 · EIN 33-1117950 | Investment Management | $23,701 |
GRANT THORNTON LLP2+ years Service code 10 · EIN 36-6055558 | Accounting | $19,277 |
SILVER POINT CAPITAL2+ years Service code 28 TWO GREENWICH PLAZA · GREENWICH, CT 06830 | Investment Management | $3,915 |
WALTON STREET MANAGERS VII, L.P.2+ years Filed as: WALTON STREET CAPITAL Service code 28 · EIN 26-1163682 | Investment Management | $3,795 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen 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 | $0 | $49,677-100.0% | $322,681-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.6%-27.6pp | 3.6%-3.6pp |
| Annual return | 4.97% | 5.03%-0.1pp | 4.07%+0.9pp | 11.88%-6.9pp |
| Employer contribution / active EE | $13,942 | $9,989+39.6% | $36,235-61.5% | $14,612-4.6% |
| Participant deferral / active EE | $0 | $45-100.0% | $215-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $7,128-100.0% | $637-100.0% |