Filed March 23, 2014
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ROCATON INVESTMENT ADVISORS LLC Service code 27 20 GLOVER AVE · NORWALK, CT 06850 | Advisory (Plan) | $33,565 |
T ROWE PRICE RPS INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $24,397 |
CROWE LLP2 years Filed as: CROWE LLC Service code 10 PO BOX 71570 · CHICAGO, IL 60694 | Accounting | $19,688 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,843 | $101,672+58.2% | $147,117+9.3% | $74,478+116.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 15.06% | 8757.83%-8742.8pp | 420.54%-405.5pp | 1370.56%-1355.5pp |
| Employer contribution / active EE | $1,269 | $3,813-66.7% | $4,932-74.3% | $2,626-51.7% |
| Participant deferral / active EE | $12,557 | $7,305+71.9% | $8,065+55.7% | $4,350+188.6% |
| Admin fee / account holder | $707 | $1,753-59.7% | $12,993-94.6% | $1,946-63.7% |