Filed December 23, 1992
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 |
|---|---|---|
KEY BANK NATIONAL ASSOCIATION10+ years Filed as: KEY PRIVATE BANK Service code 26 · EIN 34-0797057 | Advisory (Participants) | $1,553,126 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,059,360 |
CLS INVESTMENTS10+ years Filed as: CLS INVESTMENTS LLC Service code 26 · EIN 32-0070947 | Advisory (Participants) | $504,970 |
SEQUOIA FINANCIAL ADVISORS9 years Service code 26 · EIN 27-7729029 | Advisory (Participants) | $207,038 |
STRATOS WEALTH PARTNERS1 year Filed as: STRATOS WEALTH ADVISORS LLC Service code 26 · EIN 30-2781674 | Advisory (Participants) | $156,207 |
WILLIS TOWERS WATSON US LLC6 years Filed as: WILLIS TOWERS WATSON Service code 11 1001 LAKESIDE AVENUE · CLEVELAND, OH 441141172 | Actuarial | $138,898 |
LARSON FINANCIAL GROUP LLC9 years Filed as: LARSON FINANCIAL GROUP, LLC Service code 26 · EIN 20-4773945 | Advisory (Participants) | $128,703 |
CARNEGIE INVESTMENT COUNSEL10+ years Service code 26 · EIN 26-4766975 | Advisory (Participants) | $103,232 |
STRATEGIC WEALTH PARTNERS10+ years Service code 26 · EIN 26-2328809 | Advisory (Participants) | $89,171 |
PRASAD I ELAMANA1 year Filed as: PRASAD WEALTH PARTNERS Service code 26 6050 OAK TREE BLVD · INDEPENDENCE, OH 44131 | Advisory (Participants) | $86,084 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,466 | $73,283+52.1% | $155,534-28.3% | $106,553+4.6% |
| Participation rate | 93.8% | 73.3%+20.5pp | 78.2%+15.6pp | 69.8%+24.0pp |
| Annual return | 23.22% | 15.76%+7.5pp | 64.92%-41.7pp | 17.37%+5.8pp |
| Employer contribution / active EE | $2,072 | $2,241-7.5% | $4,675-55.7% | $3,359-38.3% |
| Participant deferral / active EE | $7,277 | $4,567+59.4% | $5,630+29.2% | $5,562+30.8% |
| Admin fee / account holder | $84 | $56+50.9% | $15,900-99.5% | $80+5.9% |