Filed March 8, 1991
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.
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 25 · EIN 04-2647786 | Directed Trustee | $344,012 |
PRICEWATERHOUSECOOPERS LLP5 years Service code 10 · EIN 13-4008324 | Accounting | $200,000 |
Filed as: ROCATON INVESTMENT ADVISORS LLC Service code 16 · EIN 04-3638035 | Consulting | $74,782 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,906 | $99,313+3.6% | $100,415+2.5% | $99,313+3.6% |
| Participation rate | 93.5% | 71.7%+21.8pp | 81.5%+12.0pp | 71.7%+21.8pp |
| Annual return | 16.38% | 17.67%-1.3pp | 49.47%-33.1pp | 17.67%-1.3pp |
| Employer contribution / active EE | $3,131 | $3,264-4.1% | $3,943-20.6% | $3,264-4.1% |
| Participant deferral / active EE | $6,814 | $5,346+27.5% | $8,091-15.8% | $5,346+27.5% |
| Admin fee / account holder | $64 | $109-41.5% | $7,906-99.2% | $109-41.5% |