Filed November 25, 2025
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| Provider | Service type | Compensation |
|---|---|---|
PROSKAUER ROSE LLP6+ years Service code 29 · EIN 13-1840454 | Legal | $79,149 |
ROCATON INVESTMENT ADVISORS, LLC6+ years Filed as: ROCATON INVESTMENT ADVISORS Service code 27 · EIN 04-3638035 | Advisory (Plan) | $72,114 |
CAMMACK LARHETTE ADVISORS6+ years Service code 17 · EIN 13-3052851 | Pension Consulting | $62,833 |
KPMG LLP4 years Service code 10 · EIN 13-5565207 | Accounting | $41,600 |
Service code 27 · EIN 04-3638035 | Advisory (Plan) | $36,936 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $315 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $276,659 | $105,581+162.0% | $70,492+292.5% | $90,274+206.5% |
| Participation rate | 97.2% | 77.5%+19.7pp | 75.1%+22.1pp | 73.4%+23.8pp |
| Annual return | 12.26% | 14.78%-2.5pp | 109.16%-96.9pp | 53.97%-41.7pp |
| Employer contribution / active EE | $7,045 | $3,304+113.2% | $2,738+157.3% | $2,523+179.2% |
| Participant deferral / active EE | $6,585 | $3,813+72.7% | $3,711+77.5% | $4,231+55.7% |
| Admin fee / account holder | $76 | $68+12.3% | $3,848-98.0% | $114-33.5% |