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| Provider | Service type | Compensation |
|---|---|---|
ROCATON INVESTMENT ADVISORS, LLC6+ years Filed as: ROCATON INVESTMENT ADVISORS Service code 27 · EIN 20-0558591 | Advisory (Plan) | $159,327 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $66,548 |
BUCK GLOBAL, LLC6+ years Filed as: BUCK CONSULTANTS Service code 11 · EIN 83-1116912 | Actuarial | $50,000 |
MONDRIAN FUNDS6+ years Service code 28 · EIN 33-1117950 | Investment Management | $41,479 |
GRANT THORNTON LLP6+ years Service code 10 · EIN 36-6055558 | Accounting | $19,924 |
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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 | $409,661-100.0% | $319,634-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.6%-27.6pp | 1.7%-1.7pp |
| Annual return | 12.35% | 10.09%+2.3pp | 175.18%-162.8pp | 627.08%-614.7pp |
| Employer contribution / active EE | $37,303 | $12,251+204.5% | $38,590-3.3% | $18,824+98.2% |
| Participant deferral / active EE | $0 | $0 | $8-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $3,298-100.0% | $1,923-100.0% |