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.
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| Provider | Service type | Compensation |
|---|---|---|
KEY BANK NATIONAL ASSOCIATION4+ years Filed as: KEY PRIVATE BANK Service code 26 · EIN 34-0797057 | Advisory (Participants) | $413,124 |
FINANCIAL ENGINES3 years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $150,470 |
Service code 26 · EIN 47-2589461 | Advisory (Participants) | $92,239 |
THE CLEVELAND CLINIC FOUNDATION4+ years Filed as: CLEVELAND CLINIC Service code 14 · EIN 34-0714585 | Plan Administrator | $66,906 |
CLS INVESTMENTS4+ years Filed as: CLS INVESTMENTS LLC Service code 26 · EIN 32-0070947 | Advisory (Participants) | $40,795 |
LARSON FINANCIAL GROUP LLC3 years Filed as: LARSON FINANCIAL GROUP, LLC Service code 26 · EIN 20-4773945 | Advisory (Participants) | $33,324 |
SECURITIES AMERICA INC3 years Filed as: SECURITIES AMERICA ADVISORS, I Service code 26 · EIN 47-0648506 | Advisory (Participants) | $32,640 |
WEALTHTRUST FAIRPORT, LLC3 years Service code 26 · EIN 34-1840121 | Advisory (Participants) | $30,678 |
CARNEGIE INVESTMENT COUNSEL2 years Service code 26 · EIN 26-4766975 | Advisory (Participants) | $18,374 |
SEQUOIA FINANCIAL ADVISORS3 years Service code 26 · EIN 27-7729029 | Advisory (Participants) | $16,232 |
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 | $163,246 | $45,382+259.7% | $154,108+5.9% | $75,289+116.8% |
| Participation rate | 97.1% | 65.9%+31.2pp | 83.0%+14.0pp | 72.4%+24.6pp |
| Annual return | -5.01% | -0.47%-4.5pp | 735.21%-740.2pp | -0.04%-5.0pp |
| Employer contribution / active EE | $13,499 | $1,533+780.7% | $5,298+154.8% | $2,405+461.3% |
| Participant deferral / active EE | $0 | $2,384-100.0% | $5,081-100.0% | $3,739-100.0% |
| Admin fee / account holder | $196 | $89+119.2% | $13,411-98.5% | $102+91.4% |