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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,960,351 |
FINANCIAL ENGINES4 years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $1,601,229 |
KEY BANK NATIONAL ASSOCIATION5+ years Filed as: KEY PRIVATE BANK Service code 26 · EIN 34-0797057 | Advisory (Participants) | $887,497 |
CLS INVESTMENTS5+ years Filed as: CLS INVESTMENTS LLC Service code 26 · EIN 32-0070947 | Advisory (Participants) | $332,617 |
Service code 26 · EIN 47-2589461 | Advisory (Participants) | $192,715 |
STRATEGIC WEALTH PARTNERS5+ years Service code 26 · EIN 26-2328809 | Advisory (Participants) | $124,833 |
Filed as: WILLIS TOWERS WATSON Service code 11 1001 LAKESIDE AVENUE · CLEVELAND, OH 441141172 | Actuarial | $117,178 |
Service code 26 · EIN 52-1542454 | Advisory (Participants) | $101,208 |
LARSON FINANCIAL GROUP LLC4 years Filed as: LARSON FINANCIAL GROUP, LLC Service code 26 · EIN 20-4773945 | Advisory (Participants) | $98,472 |
STRATOS WEALTH PARTNERS5+ years Service code 26 · EIN 27-5273468 | Advisory (Participants) | $94,441 |
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 | $93,632 | $58,202+60.9% | $172,757-45.8% | $89,609+4.5% |
| Participation rate | 93.2% | 72.8%+20.3pp | 82.6%+10.5pp | 69.6%+23.6pp |
| Annual return | 22.21% | 61.59%-39.4pp | 803.06%-780.8pp | 33.65%-11.4pp |
| Employer contribution / active EE | $1,722 | $1,759-2.1% | $5,144-66.5% | $2,584-33.3% |
| Participant deferral / active EE | $5,644 | $3,335+69.3% | $5,198+8.6% | $4,222+33.7% |
| Admin fee / account holder | $92 | $53+75.3% | $13,956-99.3% | $72+28.6% |