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 |
|---|---|---|
Filed as: ROCATON INVESTMENT ADVISORS LLC Service code 27 20 GLOVER AVE · NORWALK, CT 06850 | Advisory (Plan) | $35,620 |
Filed as: JP MORGAN CHASE Service code 27 270 PARK AVE · NEW YORK, NY 10017 | Advisory (Plan) | $15,103 |
T ROWE PRICE RPS INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $8,616 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,952 | $89,465+45.3% | $164,866-21.2% | $77,671+67.3% |
| Participation rate | 79.7% | 78.6%+1.1pp | 78.6%+1.1pp | 70.6%+9.1pp |
| Annual return | 10.77% | 28.81%-18.0pp | 69.97%-59.2pp | 31.21%-20.4pp |
| Employer contribution / active EE | $2,900 | $2,568+12.9% | $4,343-33.2% | $2,726+6.4% |
| Participant deferral / active EE | $3,032 | $4,897-38.1% | $6,033-49.7% | $4,648-34.8% |
| Admin fee / account holder | $182 | $340-46.3% | $12,689-98.6% | $430-57.6% |