Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC1 year Service code 15 · EIN 82-1061233 | Recordkeeping | $943,664 |
BLACKROCK1 year Service code 28 50 HUDSON YARDS · NEW YORK, NY 10055 | Investment Management | $657,498 |
MERCER3 years Service code 50 · EIN 20-1932099 | Direct Payment | $84,500 |
Filed as: ROCATON INVESTMENT ADVISORS LLC Service code 27 20 GLOVER AVE · NORWALK, CT 06850 | Advisory (Plan) | $35,919 |
BAKER TILLY US, LLP4 years Service code 10 · EIN 39-0859910 | Accounting | $16,950 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,920 | $83,057-43.5% | $143,788-67.4% | $89,394-47.5% |
| Participation rate | 45.4% | 74.0%-28.7pp | 80.3%-35.0pp | 71.3%-25.9pp |
| Annual return | -16.48% | -13.97%-2.5pp | -0.03%-16.4pp | -11.89%-4.6pp |
| Employer contribution / active EE | $3,498 | $2,095+67.0% | $4,952-29.4% | $3,022+15.8% |
| Participant deferral / active EE | $5,523 | $4,281+29.0% | $5,638-2.0% | $5,123+7.8% |
| Admin fee / account holder | $80 | $83-3.6% | $14,675-99.5% | $79+0.7% |