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 |
|---|---|---|
FINANCIAL ENGINES6 years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $2,392,001 |
KEY BANK NATIONAL ASSOCIATION7+ years Filed as: KEY PRIVATE BANK Service code 26 · EIN 34-0797057 | Advisory (Participants) | $1,325,142 |
CLS INVESTMENTS7+ years Filed as: CLS INVESTMENTS LLC Service code 26 · EIN 32-0070947 | Advisory (Participants) | $450,416 |
Service code 26 · EIN 47-2589461 | Advisory (Participants) | $258,101 |
STRATEGIC WEALTH PARTNERS7+ years Service code 26 · EIN 26-2328809 | Advisory (Participants) | $150,001 |
LARSON FINANCIAL GROUP LLC6 years Filed as: LARSON FINANCIAL GROUP, LLC Service code 26 · EIN 20-4773945 | Advisory (Participants) | $132,112 |
STRATOS WEALTH PARTNERS7+ years Service code 26 · EIN 27-5273468 | Advisory (Participants) | $110,001 |
WILLIS TOWERS WATSON US LLC3 years Filed as: WILLIS TOWERS WATSON Service code 11 1001 LAKESIDE AVENUE · CLEVELAND, OH 441141172 | Actuarial | $104,162 |
CARNEGIE INVESTMENT COUNSEL7+ years Service code 26 · EIN 26-4766975 | Advisory (Participants) | $97,802 |
Service code 26 · EIN 52-1542454 | Advisory (Participants) | $95,031 |
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 | $116,687 | $68,062+71.4% | $185,854-37.2% | $106,520+9.5% |
| Participation rate | 93.5% | 75.2%+18.3pp | 81.7%+11.8pp | 71.3%+22.2pp |
| Annual return | 14.86% | 18.20%-3.3pp | 122.12%-107.3pp | 19.28%-4.4pp |
| Employer contribution / active EE | $1,848 | $1,997-7.5% | $5,169-64.3% | $2,840-35.0% |
| Participant deferral / active EE | $6,514 | $3,990+63.2% | $5,569+17.0% | $4,948+31.6% |
| Admin fee / account holder | $115 | $53+118.0% | $16,246-99.3% | $75+54.3% |