Filed October 2, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ROCATON INVESTMENT ADVISORS LLC Service code 27 · EIN 04-3638035 | Advisory (Plan) | $22,493 |
Service code 37 · EIN 04-2647786 | Loan Processing | $20,794 |
COULTER & JUSTUS3 years Filed as: COULTER JUSTUS PC Service code 10 · EIN 62-1532536 | Accounting | $11,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,719 | $65,437-42.4% | $86,698-56.5% | $66,949-43.7% |
| Participation rate | 79.5% | 75.5%+4.0pp | 76.6%+2.9pp | 69.8%+9.6pp |
| Annual return | -17.54% | -10.91%-6.6pp | 35.96%-53.5pp | 1.57%-19.1pp |
| Employer contribution / active EE | $1,546 | $2,154-28.2% | $2,837-45.5% | $2,545-39.3% |
| Participant deferral / active EE | $5,303 | $4,102+29.3% | $4,656+13.9% | $4,239+25.1% |
| Admin fee / account holder | $270 | $642-57.9% | $7,492-96.4% | $594-54.5% |