Filed February 19, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ROCATON INVESTMENT ADVISORS, LLC8+ years Filed as: ROCATON INVESTMENT ADVISORS LLC Service code 27 · EIN 04-3638035 | Advisory (Plan) | $75,000 |
USI CONSULTING GROUP3 years Service code 11 · EIN 06-1053228 | Actuarial | $50,979 |
FORVIS, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $18,000 |
Filed as: PRINCIPAL FINANCIAL GROUP, INC. Service code 15 · EIN 42-1522034 | Recordkeeping | $11,205 |
Filed as: PRUDENTIAL TRUST COMPANY Service code 28 · EIN 23-6994310 | Investment Management | $6,706 |
Filed as: WESTERN ASSET MGMT CO, LLC Service code 28 · EIN 26-0567600 | Investment Management | $5,785 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,299,877-100.0% | $80,293-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.6%-5.6pp | 2.3%-2.3pp |
| Annual return | 9.51% | 20.09%-10.6pp | 15.31%-5.8pp | 37.77%-28.3pp |
| Employer contribution / active EE | $3,344 | $15,382-78.3% | $28,686-88.3% | $15,798-78.8% |
| Participant deferral / active EE | $0 | $17-100.0% | $126-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $456-100.0% | $9,287-100.0% |