Filed February 19, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ROCATON INVESTMENT ADVISORS, LLC3+ years Filed as: ROCATON INVESTMENT ADVISORS LLC Service code 27 · EIN 04-3638035 | Advisory (Plan) | $75,000 |
FINDLEY2 years Filed as: FINDLEY, INC. Service code 11 · EIN 34-1213174 | Actuarial | $62,322 |
BKD, LLP1 year Filed as: DIXON HUGHES GOODMAN, LLP Service code 10 · EIN 56-0747981 | Accounting | $14,420 |
Filed as: PRUDENTIAL TRUST COMPANY Service code 28 · EIN 23-6994310 | Investment Management | $12,071 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO Service code 15 · EIN 41-0449260 | Recordkeeping | $10,259 |
Filed as: FIDELITY Service code 28 · EIN 20-4659714 | Investment Management | $8,554 |
Filed as: VOYA INVESTMENT TRUST CO. Service code 28 · EIN 06-1440627 | Investment Management | $6,138 |
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Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $0 | $18,026,966-100.0% | $476,019-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 1.8%-1.8pp |
| Annual return | -5.92% | -3.49%-2.4pp | 4.36%-10.3pp | 0.19%-6.1pp |
| Employer contribution / active EE | $0 | $17,891-100.0% | $27,383-100.0% | $13,763-100.0% |
| Participant deferral / active EE | $0 | $267-100.0% | $75-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $14,020-100.0% | $426-100.0% |