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 ASSOCIATION3+ years Filed as: KEY PRIVATE BANK Service code 26 · EIN 34-0797057 | Advisory (Participants) | $341,283 |
FINANCIAL ENGINES2 years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $153,554 |
Service code 26 · EIN 47-2589461 | Advisory (Participants) | $86,697 |
THE CLEVELAND CLINIC FOUNDATION3+ years Filed as: CLEVELAND CLINIC Service code 14 · EIN 34-0714585 | Plan Administrator | $50,758 |
CLS INVESTMENTS3+ years Filed as: CLS INVESTMENTS LLC Service code 26 · EIN 32-0070947 | Advisory (Participants) | $32,582 |
LARSON FINANCIAL GROUP LLC2 years Filed as: LARSON FINANCIAL GROUP, LLC Service code 26 · EIN 20-4773945 | Advisory (Participants) | $28,602 |
SECURITIES AMERICA INC2 years Filed as: SECURITIES AMERICA ADVISORS, I Service code 26 · EIN 47-0648506 | Advisory (Participants) | $27,850 |
WEALTHTRUST FAIRPORT, LLC2 years Service code 26 · EIN 34-1840121 | Advisory (Participants) | $27,369 |
Service code 26 · EIN 35-3740000 | Advisory (Participants) | $22,232 |
SEQUOIA FINANCIAL ADVISORS2 years Service code 26 · EIN 27-7729029 | Advisory (Participants) | $15,456 |
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 | $174,634 | $44,989+288.2% | $170,435+2.5% | $77,958+124.0% |
| Participation rate | 96.1% | 64.6%+31.5pp | 83.6%+12.5pp | 71.6%+24.5pp |
| Annual return | 17.04% | 19.61%-2.6pp | 205.94%-188.9pp | 20.87%-3.8pp |
| Employer contribution / active EE | $13,748 | $1,466+837.7% | $5,432+153.1% | $2,310+495.0% |
| Participant deferral / active EE | $0 | $2,208-100.0% | $4,939-100.0% | $3,537-100.0% |
| Admin fee / account holder | $176 | $69+155.3% | $13,881-98.7% | $97+80.8% |