Filed February 19, 2016 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ROCATON INVESTMENT ADVISORS LLC Service code 27 · EIN 04-3638035 20 GLOVER AVE · NORWALK, CT 06850 | Advisory (Plan) | $136,607 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 15 · EIN 84-1532243 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $98,377 |
Service code 15 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $93,885 |
BKD, LLP5 years Filed as: DIXON HUGHES GOODMAN LLP Service code 10 440 MONTICELLO AVE STE 1400 · NORFOLK, VA 23510 | Accounting | $27,150 |
Filed as: CBIZ BENEFITS & INS SERVICES INC Service code 13 PO BOX 632886 · CINCINNATI, OH 452632886 | Contract Administrator | $9,375 |
TD AMERITRADE, INC.1 year Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage; Shareholder ser... | $664 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,561 | $114,195+61.6% | $106,554+73.2% | $93,010+98.4% |
| Participation rate | 99.6% | 86.4%+13.3pp | 76.1%+23.5pp | 73.9%+25.7pp |
| Annual return | 14.34% | 22.18%-7.8pp | 26.80%-12.5pp | 158.70%-144.4pp |
| Employer contribution / active EE | $7,647 | $4,009+90.8% | $2,819+171.2% | $2,705+182.7% |
| Participant deferral / active EE | $9,034 | $5,908+52.9% | $4,398+105.4% | $4,561+98.1% |
| Admin fee / account holder | $229 | $105+118.9% | $7,408-96.9% | $152+51.2% |