Filed October 17, 2011 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Partici... | $695,593 |
ERNST & YOUNG LLP6+ years Service code 10 · EIN 34-6565596 | Accounting | $75,561 |
ROCATON INVESTMENT ADVISORS, LLC6+ years Filed as: ROCATON INVESTMENT ADVISORS Service code 27 · EIN 04-3638035 | Advisory (Plan) | $19,347 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,075 | $68,330-56.0% | $149,740-79.9% | $96,393-68.8% |
| Participation rate | 96.6% | 74.6%+22.0pp | 78.8%+17.8pp | 71.3%+25.3pp |
| Annual return | 30.69% | 29.64%+1.0pp | 134.51%-103.8pp | 22.88%+7.8pp |
| Employer contribution / active EE | $3,036 | $2,139+41.9% | $4,821-37.0% | $3,239-6.2% |
| Participant deferral / active EE | $6,185 | $4,422+39.9% | $5,683+8.8% | $5,455+13.4% |
| Admin fee / account holder | $19 | $52-62.8% | $13,222-99.9% | $74-73.8% |