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 |
|---|---|---|
STRATEGIC WEALTH PARTNERS1+ years Service code 26 · EIN 26-2328809 | Advisory (Participants) | $23,026 |
THE CLEVELAND CLINIC FOUNDATION1+ years Service code 14 · EIN 34-0714585 | Plan Administrator | $21,025 |
CLS INVESTMENTS1+ years Filed as: CLS INVESTMENTS LLC Service code 26 · EIN 32-0070947 | Advisory (Participants) | $17,118 |
POTOMAC FUND MANAGEMENT, INC.1+ years Service code 26 · EIN 52-1542454 | Advisory (Participants) | $6,304 |
FLEXIBLE PLAN INVESTMENTS LTD1+ years Filed as: FLEXIBLE PLAN INVESTMENTS Service code 26 · EIN 38-2340348 | Advisory (Participants) | $5,415 |
Filed as: FIDELITY INVESTMENTS Service code 60 | Sub-TA Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,544 | $46,516-75.2% | $147,618-92.2% | $69,651-83.4% |
| Participation rate | 97.1% | 65.8%+31.3pp | 84.6%+12.5pp | 66.6%+30.6pp |
| Annual return | 0.17% | 9.48%-9.3pp | 61.98%-61.8pp | 53.77%-53.6pp |
| Employer contribution / active EE | $1,992 | $1,393+43.0% | $5,565-64.2% | $2,241-11.1% |
| Participant deferral / active EE | $0 | $2,719-100.0% | $4,895-100.0% | $3,635-100.0% |
| Admin fee / account holder | $2 | $45-94.6% | $11,612-100.0% | $63-96.2% |