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 ASSOCIATION2+ years Filed as: KEY PRIVATE BANK Service code 26 · EIN 34-0797057 | Advisory (Participants) | $275,570 |
FINANCIAL ENGINES1 year Service code 27 · EIN 77-0473565 | Advisory (Plan) | $94,046 |
Service code 26 · EIN 47-2589461 | Advisory (Participants) | $65,567 |
THE CLEVELAND CLINIC FOUNDATION2+ years Filed as: CLEVELAND CLINIC Service code 14 · EIN 34-0714585 | Plan Administrator | $36,422 |
Service code 26 · EIN 27-7729029 | Advisory (Participants) | $32,456 |
Service code 26 · EIN 34-1840121 | Advisory (Participants) | $24,433 |
Service code 26 · EIN 35-3740000 | Advisory (Participants) | $22,096 |
Filed as: LARSON FINANCIAL GROUP, LLC Service code 26 · EIN 20-4773945 | Advisory (Participants) | $21,599 |
CLS INVESTMENTS2+ years Filed as: CLS INVESTMENTS LLC Service code 26 · EIN 32-0070947 | Advisory (Participants) | $21,078 |
Service code 26 · EIN 52-1542454 | Advisory (Participants) | $16,334 |
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 | $150,677 | $37,213+304.9% | $156,551-3.8% | $63,975+135.5% |
| Participation rate | 90.4% | 65.0%+25.4pp | 84.0%+6.4pp | 71.1%+19.3pp |
| Annual return | 6.56% | 47.89%-41.3pp | 32.23%-25.7pp | 48.65%-42.1pp |
| Employer contribution / active EE | $12,229 | $1,357+801.2% | $5,501+122.3% | $2,182+460.5% |
| Participant deferral / active EE | $0 | $2,070-100.0% | $4,871-100.0% | $3,356-100.0% |
| Admin fee / account holder | $145 | $56+158.0% | $13,028-98.9% | $70+106.3% |