Filed November 25, 2025
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| Provider | Service type | Compensation |
|---|---|---|
ROCATON INVESTMENT ADVISORS, LLC2+ years Filed as: ROCATON INVESTMENT ADVISORS Service code 27 · EIN 04-3638035 601 MERRITT 7 · NORWALK, CA 06851 | Advisory (Plan) | $120,104 |
CAMMACK LARHETTE ADVISORS2+ years Service code 17 · EIN 20-4668732 2 RECTOR ST · NEW YORK, NY 10006 | Pension Consulting | $62,833 |
KPMG LLP2+ years Filed as: KPMG LLC Service code 10 · EIN 13-5565207 DEPT 0511 PO BOX 120511 · DALLAS, TX 75312 | Accounting | $49,054 |
PROSKAUER ROSE LLP2+ years Service code 29 · EIN 13-1840454 ELEVEN TIMES SQUARE · NEW YORK, NY 100368299 | Legal | $25,635 |
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 | $204,820 | $85,199+140.4% | $57,196+258.1% | $63,975+220.2% |
| Participation rate | 69.9% | 74.0%-4.1pp | 75.3%-5.4pp | 71.1%-1.2pp |
| Annual return | 6.89% | 10.43%-3.5pp | 14.59%-7.7pp | 48.65%-41.8pp |
| Employer contribution / active EE | $4,765 | $3,446+38.3% | $2,683+77.6% | $2,182+118.4% |
| Participant deferral / active EE | $4,044 | $3,109+30.1% | $3,096+30.6% | $3,356+20.5% |
| Admin fee / account holder | $66 | $39+71.0% | $3,141-97.9% | $70-6.2% |