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| Provider | Service type | Compensation |
|---|---|---|
ROCATON INVESTMENT ADVISORS, LLC4+ years Filed as: ROCATON INVESTMENT ADVISORS Service code 27 · EIN 20-0558591 | Advisory (Plan) | $151,649 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $61,160 |
BUCK GLOBAL, LLC4+ years Filed as: BUCK CONSULTANTS Service code 11 · EIN 83-1116912 | Actuarial | $51,402 |
MONDRIAN FUNDS4+ years Service code 28 · EIN 33-1117950 | Investment Management | $32,135 |
GRANT THORNTON LLP4+ years Service code 10 · EIN 36-6055558 | Accounting | $21,210 |
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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.
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 | $37,197-100.0% | $336,864-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.8%-27.8pp | 4.7%-4.7pp |
| Annual return | -7.54% | -3.52%-4.0pp | -3.29%-4.3pp | -0.69%-6.9pp |
| Employer contribution / active EE | $29,737 | $14,733+101.8% | $36,762-19.1% | $16,786+77.1% |
| Participant deferral / active EE | $0 | $0 | $11-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $6,121-100.0% | $124-100.0% |