Filed November 25, 2025
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| Provider | Service type | Compensation |
|---|---|---|
ROCATON INVESTMENT ADVISORS, LLC3+ years Filed as: ROCATON INVESTMENT ADVISORS Service code 27 · EIN 04-3638035 601 MERRITT 7 · NORWALK, CT 06851 | Advisory (Plan) | $126,109 |
CAMMACK LARHETTE ADVISORS3+ years Service code 17 · EIN 20-4668732 40 WALL ST · NEW YORK, NY 10005 | Pension Consulting | $58,000 |
KPMG LLP1 year Service code 10 · EIN 13-5565207 DEPT 0511 PO BOX 120511 · DALLAS, TX 75312 | Accounting | $46,700 |
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 | $227,228 | $92,091+146.7% | $63,018+260.6% | $77,958+191.5% |
| Participation rate | 97.3% | 74.5%+22.8pp | 74.8%+22.5pp | 71.6%+25.6pp |
| Annual return | 14.09% | 16.23%-2.1pp | 87.63%-73.5pp | 20.87%-6.8pp |
| Employer contribution / active EE | $6,645 | $3,424+94.0% | $2,761+140.7% | $2,310+187.6% |
| Participant deferral / active EE | $5,750 | $3,361+71.1% | $3,330+72.7% | $3,537+62.6% |
| Admin fee / account holder | $62 | $48+29.7% | $3,601-98.3% | $97-36.2% |