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) | $378,560 |
BEACON FINANCIAL ADVISORS, LLC1+ years Filed as: BEACON FINANCIAL ADVISORS LLC Service code 26 · EIN 47-2589461 | Advisory (Participants) | $45,985 |
RAV FINANCIAL1+ years Filed as: RAV FINANCIAL SERVICES Service code 26 · EIN 20-2624241 | Advisory (Participants) | $43,935 |
THE CLEVELAND CLINIC FOUNDATION1+ years Filed as: CLEVELAND CLINIC Service code 14 · EIN 34-0714585 | Plan Administrator | $29,017 |
AMERICAN FUNDS1+ years Filed as: CAPITAL ANALYSTS INC Service code 26 · EIN 45-4846725 | Advisory (Participants) | $26,643 |
POTOMAC FUND MANAGEMENT, INC.1+ years Filed as: POTOMAC FUND MANAGEMENT INC Service code 26 · EIN 52-1542454 | Advisory (Participants) | $24,816 |
WEALTHTRUST FAIRPORT, LLC1+ years Filed as: WEALTHTRUST FAIRPORT LLC Service code 26 · EIN 34-1840121 | Advisory (Participants) | $23,877 |
CLS INVESTMENTS1+ years Filed as: CLS INVESTMENTS LLC Service code 26 · EIN 32-0070947 | Advisory (Participants) | $18,217 |
REED FINANCIAL SERVICES, INC.1+ years Filed as: REED FINANCIAL SERVICES INC Service code 26 · EIN 35-3740000 | Advisory (Participants) | $17,861 |
LARSON FINANCIAL GROUP LLC1+ years Service code 26 · EIN 20-4773945 | Advisory (Participants) | $16,938 |
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 | $142,343 | $37,039+284.3% | $147,618-3.6% | $59,188+140.5% |
| Participation rate | 90.4% | 63.8%+26.6pp | 84.6%+5.8pp | 69.4%+21.0pp |
| Annual return | 0.53% | 7.19%-6.7pp | 61.98%-61.5pp | 5.51%-5.0pp |
| Employer contribution / active EE | $11,767 | $1,353+769.8% | $5,564+111.5% | $2,098+460.9% |
| Participant deferral / active EE | $0 | $2,094-100.0% | $4,895-100.0% | $3,265-100.0% |
| Admin fee / account holder | $147 | $60+144.0% | $11,612-98.7% | $92+59.3% |