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 28 20 GLOVER AVE · NORWALK, CT 06850 | Investment Management | $45,361 |
T ROWE PRICE RPS INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $9,803 |
LINDAHL ASSOCIATES PLLC5 years Service code 10 5675 STONE ROAD · CENTREVILLE, VA 20120 | Accounting | $5,500 |
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE RPS INC. Service code 15 | Recordkeeping | $0 |
Participant contribution per participant 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 | $88,270 | $71,142+24.1% | $119,634-26.2% | $64,824+36.2% |
| Participation rate | 72.7% | 78.6%-5.9pp | 79.3%-6.6pp | 71.5%+1.2pp |
| Annual return | -11.40% | -10.01%-1.4pp | -14.98%+3.6pp | 32.84%-44.2pp |
| Employer contribution / active EE | $2,212 | $2,497-11.4% | $4,232-47.7% | $2,507-11.8% |
| Participant deferral / active EE | $2,321 | $4,490-48.3% | $5,601-58.6% | $4,311-46.2% |
| Admin fee / account holder | $154 | $162-5.0% | $10,329-98.5% | $188-18.0% |