Filed February 19, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ROCATON INVESTMENT ADVISORS LLC Service code 27 · EIN 04-3638035 | Advisory (Plan) | $25,817 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $12,998 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $12,295 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP INC. Service code 99 | Other Fees | $0 |
THE VANGUARD GROUP, INC.5+ years Service code 99 | Other Fees | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,877 | $105,190+63.4% | $98,920+73.8% | $90,274+90.4% |
| Participation rate | 99.5% | 86.4%+13.1pp | 76.0%+23.4pp | 73.4%+26.1pp |
| Annual return | 14.41% | 18.52%-4.1pp | 196.47%-182.1pp | 53.97%-39.6pp |
| Employer contribution / active EE | $9,646 | $3,831+151.8% | $2,689+258.7% | $2,523+282.3% |
| Participant deferral / active EE | $9,015 | $5,616+60.5% | $4,245+112.4% | $4,231+113.1% |
| Admin fee / account holder | $199 | $97+104.3% | $6,643-97.0% | $114+74.3% |