Filed August 1, 2018
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $633,160 |
Filed as: ROCATON INVEST ADVISORS LLC Service code 16 · EIN 04-3638035 | Consulting | $73,086 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,056 | $46,219+47.2% | $89,391-23.9% | $90,288-24.6% |
| Participation rate | 97.2% | 44.9%+52.4pp | 68.0%+29.3pp | 73.4%+23.9pp |
| Annual return | 27.71% | 25.71%+2.0pp | 245.62%-217.9pp | 53.97%-26.3pp |
| Employer contribution / active EE | $4,189 | $953+339.5% | $2,586+62.0% | $2,524+65.9% |
| Participant deferral / active EE | $8,107 | $2,136+279.5% | $3,890+108.4% | $4,232+91.5% |
| Admin fee / account holder | $112 | $147-23.5% | $4,881-97.7% | $114-1.5% |