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| Provider | Service type | Compensation |
|---|---|---|
ROCATON INVESTMENT ADVISORS, LLC5+ years Filed as: ROCATON INVESTMENT ADVISORS Service code 27 · EIN 20-0558591 | Advisory (Plan) | $155,441 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $62,992 |
BUCK GLOBAL, LLC5+ years Filed as: BUCK CONSULTANTS Service code 11 · EIN 83-1116912 | Actuarial | $51,518 |
MONDRIAN FUNDS5+ years Service code 28 · EIN 33-1117950 | Investment Management | $42,645 |
GRANT THORNTON LLP5+ years Service code 10 · EIN 36-6055558 | Accounting | $21,885 |
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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 | $46,244-100.0% | $286,273-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 30.6%-30.6pp | 2.8%-2.8pp |
| Annual return | 17.77% | 17.59%+0.2pp | 10.78%+7.0pp | 16.32%+1.4pp |
| Employer contribution / active EE | $39,021 | $13,960+179.5% | $41,857-6.8% | $17,007+129.4% |
| Participant deferral / active EE | $0 | $0 | $59-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $83,605-100.0% | $127-100.0% |