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| Provider | Service type | Compensation |
|---|---|---|
ROCATON INVESTMENT ADVISORS, LLC7+ years Filed as: ROCATON INVESTMENT ADVISORS Service code 27 · EIN 20-0558591 | Advisory (Plan) | $163,310 |
WELLS FARGO BANK, N.A.7+ years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $72,621 |
MONDRIAN FUNDS7+ years Service code 28 · EIN 33-1117950 | Investment Management | $70,790 |
BUCK GLOBAL, LLC7+ years Filed as: BUCK CONSULTANTS Service code 11 · EIN 83-1116912 | Actuarial | $63,099 |
GRANT THORNTON LLP7+ years Service code 10 · EIN 36-6055558 | Accounting | $19,015 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,186-100.0% | $369,410-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 29.4%-29.4pp | 3.6%-3.6pp |
| Annual return | 8.61% | 10.82%-2.2pp | 8.29%+0.3pp | 11.84%-3.2pp |
| Employer contribution / active EE | $10,615 | $12,700-16.4% | $40,774-74.0% | $17,339-38.8% |
| Participant deferral / active EE | $0 | $0 | $26-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $4,495-100.0% | $409-100.0% |