Filed November 25, 2025
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| Provider | Service type | Compensation |
|---|---|---|
ROCATON INVESTMENT ADVISORS, LLC1+ years Filed as: ROCATON INVESTMENT ADVISORS Service code 27 · EIN 04-3638035 601 MERRITT 7 · NORWALK, CA 06851 | Advisory (Plan) | $114,384 |
CAMMACK LARHETTE ADVISORS1+ years Service code 17 · EIN 20-4668732 2 RECTOR ST · NEW YORK, NY 10006 | Pension Consulting | $48,333 |
KPMG LLP1+ years Filed as: KPMG LLC Service code 10 · EIN 13-5565207 DEPT 0511 PO BOX 120511 · DALLAS, TX 75312 | Accounting | $42,845 |
PROSKAUER ROSE LLP1+ years Service code 29 · EIN 13-1840454 ELEVEN TIMES SQUARE · NEW YORK, NY 100368299 | Legal | $6,127 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $194,694 | $112,772+72.6% | $57,357+239.4% | $59,188+228.9% |
| Participation rate | 69.9% | 71.3%-1.4pp | 75.1%-5.1pp | 69.4%+0.5pp |
| Annual return | 2.29% | 0.85%+1.4pp | 24.41%-22.1pp | 5.51%-3.2pp |
| Employer contribution / active EE | $4,714 | $3,400+38.6% | $2,689+75.3% | $2,098+124.7% |
| Participant deferral / active EE | $3,940 | $3,010+30.9% | $3,162+24.6% | $3,265+20.7% |
| Admin fee / account holder | $62 | $144-57.1% | $3,357-98.2% | $92-33.0% |