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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ROCATON INVESTMENT ADVISORS LLC Service code 16 20 GLOVER AVE · NORWALK, CT 06850 | Consulting | $82,356 |
T ROWE PRICE RPS INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $9,508 |
LINDAHL ASSOCIATES PLLC6 years Service code 10 5675 STONE ROAD · CENTREVILLE, VA 20120 | Accounting | $5,900 |
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 | $113,986 | $91,406+24.7% | $130,062-12.4% | $74,473+53.1% |
| Participation rate | 76.2% | 77.8%-1.6pp | 78.5%-2.3pp | 70.7%+5.5pp |
| Annual return | 12.21% | 23.21%-11.0pp | -137.37%+149.6pp | 34.36%-22.1pp |
| Employer contribution / active EE | $3,345 | $2,565+30.4% | $4,322-22.6% | $2,638+26.8% |
| Participant deferral / active EE | $3,121 | $4,724-33.9% | $5,821-46.4% | $4,530-31.1% |
| Admin fee / account holder | $272 | $283-3.9% | $10,601-97.4% | $347-21.5% |