Filed November 25, 2025
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| Provider | Service type | Compensation |
|---|---|---|
ROCATON INVESTMENT ADVISORS, LLC4+ years Filed as: ROCATON INVESTMENT ADVISORS Service code 27 · EIN 04-3638035 601 MERRITT 7 · NORWALK, CT 06851 | Advisory (Plan) | $132,414 |
CAMMACK LARHETTE ADVISORS4+ years Service code 17 · EIN 20-4668732 40 WALL ST · NEW YORK, NY 10005 | Pension Consulting | $58,000 |
KPMG LLP2 years Service code 10 · EIN 13-5565207 DEPT 0511 PO BOX 120511 · DALLAS, TX 75312 | Accounting | $50,100 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,642 | $87,173+148.5% | $59,878+261.8% | $75,289+187.7% |
| Participation rate | 97.3% | 74.5%+22.8pp | 74.7%+22.6pp | 72.4%+24.9pp |
| Annual return | -1.35% | -2.14%+0.8pp | 3.46%-4.8pp | -0.04%-1.3pp |
| Employer contribution / active EE | $6,647 | $3,473+91.4% | $2,722+144.2% | $2,405+176.4% |
| Participant deferral / active EE | $5,940 | $3,379+75.8% | $3,402+74.6% | $3,739+58.9% |
| Admin fee / account holder | $63 | $75-16.4% | $3,590-98.3% | $102-38.9% |