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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 25 · EIN 04-2647786 | Directed Trustee | $434,804 |
Filed as: ROCATON INVESTMENT ADVISORS LLC Service code 16 · EIN 04-3638035 | Consulting | $121,560 |
NORTHERN TRUST COMPANY5 years Filed as: THE NORTHERN TRUST COMPANY Service code 49 · EIN 36-1561860 | Other Services | $46,650 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,076 | $83,595-1.8% | $86,460-5.1% | $78,104+5.1% |
| Participation rate | 93.2% | 81.9%+11.4pp | 80.3%+12.9pp | 74.5%+18.7pp |
| Annual return | -14.45% | -10.64%-3.8pp | 4399.82%-4414.3pp | 10.90%-25.3pp |
| Employer contribution / active EE | $3,024 | $3,111-2.8% | $3,771-19.8% | $3,128-3.3% |
| Participant deferral / active EE | $6,297 | $6,427-2.0% | $6,954-9.5% | $5,089+23.7% |
| Admin fee / account holder | $70 | $82-15.3% | $6,727-99.0% | $79-11.5% |