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 ASSOCIATION8+ years Filed as: KEY PRIVATE BANK Service code 26 · EIN 34-0797057 | Advisory (Participants) | $1,391,406 |
FINANCIAL ENGINES7 years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $1,221,444 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $914,082 |
CLS INVESTMENTS8+ years Filed as: CLS INVESTMENTS LLC Service code 26 · EIN 32-0070947 | Advisory (Participants) | $452,021 |
Service code 26 · EIN 47-2589461 | Advisory (Participants) | $249,562 |
WILLIS TOWERS WATSON US LLC4 years Filed as: WILLIS TOWERS WATSON Service code 11 1001 LAKESIDE AVENUE · CLEVELAND, OH 441141172 | Actuarial | $144,550 |
SEQUOIA FINANCIAL ADVISORS7 years Service code 26 · EIN 27-7729029 | Advisory (Participants) | $124,771 |
LARSON FINANCIAL GROUP LLC7 years Filed as: LARSON FINANCIAL GROUP, LLC Service code 26 · EIN 20-4773945 | Advisory (Participants) | $115,837 |
STRATEGIC WEALTH PARTNERS8+ years Service code 26 · EIN 26-2328809 | Advisory (Participants) | $107,643 |
CARNEGIE INVESTMENT COUNSEL8+ years Service code 26 · EIN 26-4766975 | Advisory (Participants) | $99,620 |
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 | $93,666 | $83,057+12.8% | $143,797-34.9% | $89,433+4.7% |
| Participation rate | 93.6% | 74.0%+19.6pp | 80.3%+13.3pp | 71.3%+22.3pp |
| Annual return | -16.24% | -13.97%-2.3pp | -0.04%-16.2pp | -11.88%-4.4pp |
| Employer contribution / active EE | $1,952 | $2,095-6.8% | $4,952-60.6% | $3,021-35.4% |
| Participant deferral / active EE | $6,870 | $4,281+60.5% | $5,638+21.8% | $5,125+34.0% |
| Admin fee / account holder | $107 | $83+29.0% | $14,679-99.3% | $79+34.9% |