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| Provider | Service type | Compensation |
|---|---|---|
ROCATON INVESTMENT ADVISORS, LLC3+ years Filed as: ROCATON INVESTMENT ADVISORS Service code 27 · EIN 20-0558591 | Advisory (Plan) | $147,951 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $61,017 |
Filed as: CONDUENT CONSULTANTS Service code 11 · EIN 13-3954297 | Actuarial | $46,566 |
GRANT THORNTON LLP3+ years Service code 10 · EIN 36-6055558 | Accounting | $20,843 |
MONDRIAN FUNDS3+ years Service code 28 · EIN 33-1117950 | Investment Management | $20,825 |
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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 | $44,091-100.0% | $350,496-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 31.4%-31.4pp | 4.5%-4.5pp |
| Annual return | 9.80% | 11.68%-1.9pp | 12.88%-3.1pp | 13.95%-4.1pp |
| Employer contribution / active EE | $21,136 | $10,817+95.4% | $40,010-47.2% | $16,598+27.3% |
| Participant deferral / active EE | $0 | $0 | $66-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $7,226-100.0% | $612-100.0% |