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.
| Provider | Service type | Compensation |
|---|---|---|
KEY BANK NATIONAL ASSOCIATION1+ years Filed as: KEY PRIVATE BANK Service code 26 · EIN 34-0797057 | Advisory (Participants) | $746,469 |
STRATEGIC WEALTH PARTNERS1+ years Service code 26 · EIN 26-2328809 | Advisory (Participants) | $169,985 |
CLS INVESTMENTS1+ years Filed as: CLS INVESTMENTS LLC Service code 26 · EIN 32-0070947 | Advisory (Participants) | $161,740 |
POTOMAC FUND MANAGEMENT, INC.1+ years Filed as: POTOMAC FUND MANAGEMENT INC Service code 26 · EIN 52-1542454 | Advisory (Participants) | $151,544 |
THE CLEVELAND CLINIC FOUNDATION1+ years Service code 14 · EIN 34-0714585 | Plan Administrator | $147,249 |
RAV FINANCIAL1+ years Service code 26 · EIN 20-2624241 | Advisory (Participants) | $85,355 |
BEACON FINANCIAL ADVISORS, LLC1+ years Filed as: BEACON FINANCIAL ADVISORS LLC Service code 26 · EIN 47-2589461 | Advisory (Participants) | $77,240 |
AMERICAN FUNDS1+ years Filed as: CAPITAL ANALYSTS INC Service code 26 · EIN 45-4846725 | Advisory (Participants) | $70,010 |
FLEXIBLE PLAN INVESTMENTS LTD1+ years Filed as: FLEXIBLE PLAN INVESTMENTS Service code 26 · EIN 38-2340348 | Advisory (Participants) | $50,477 |
REED FINANCIAL SERVICES, INC.1+ years Filed as: REED FINANCIAL SERVICES INC. Service code 26 · EIN 35-3740000 | Advisory (Participants) | $39,383 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $71,691 | $46,516+54.1% | $147,618-51.4% | $69,651+2.9% |
| Participation rate | 86.9% | 65.8%+21.1pp | 84.6%+2.3pp | 66.6%+20.3pp |
| Annual return | 1.47% | 9.48%-8.0pp | 61.98%-60.5pp | 53.77%-52.3pp |
| Employer contribution / active EE | $1,385 | $1,393-0.6% | $5,564-75.1% | $2,241-38.2% |
| Participant deferral / active EE | $4,390 | $2,719+61.4% | $4,895-10.3% | $3,635+20.8% |
| Admin fee / account holder | $46 | $45+3.7% | $11,612-99.6% | $63-26.5% |