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 |
|---|---|---|
FINANCIAL ENGINES1 year Service code 27 · EIN 77-0473565 | Advisory (Plan) | $124,658 |
THE CLEVELAND CLINIC FOUNDATION2+ years Service code 14 · EIN 34-0714585 | Plan Administrator | $40,536 |
STRATEGIC WEALTH PARTNERS2+ years Service code 26 · EIN 26-2328809 | Advisory (Participants) | $25,885 |
CLS INVESTMENTS2+ years Filed as: CLS INVESTMENTS LLC Service code 26 · EIN 32-0070947 | Advisory (Participants) | $22,164 |
POTOMAC FUND MANAGEMENT, INC.2+ years Service code 26 · EIN 52-1542454 | Advisory (Participants) | $9,239 |
FLEXIBLE PLAN INVESTMENTS LTD2+ years Filed as: FLEXIBLE PLAN INVESTMENTS Service code 26 · EIN 38-2340348 | Advisory (Participants) | $6,597 |
Service code 26 · EIN 47-1966492 | Advisory (Participants) | $6,412 |
Service code 26 · EIN 27-7729029 | Advisory (Participants) | $6,356 |
Filed as: FIDELITY INVESTMENTS Service code 60 | Sub-TA Fees | $0 |
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 | $13,352 | $49,270-72.9% | $156,551-91.5% | $329,111-95.9% |
| Participation rate | 98.1% | 68.1%+29.9pp | 84.0%+14.0pp | 67.9%+30.2pp |
| Annual return | 7.50% | 23.25%-15.8pp | 32.23%-24.7pp | 16.35%-8.9pp |
| Employer contribution / active EE | $2,151 | $1,534+40.2% | $5,501-60.9% | $2,303-6.6% |
| Participant deferral / active EE | $0 | $2,920-100.0% | $4,871-100.0% | $3,682-100.0% |
| Admin fee / account holder | $6 | $51-87.9% | $13,028-100.0% | $754-99.2% |