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 ENGINES2 years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $266,716 |
THE CLEVELAND CLINIC FOUNDATION3+ years Service code 14 · EIN 34-0714585 | Plan Administrator | $57,887 |
STRATEGIC WEALTH PARTNERS3+ years Service code 26 · EIN 26-2328809 | Advisory (Participants) | $41,774 |
CLS INVESTMENTS3+ years Filed as: CLS INVESTMENTS LLC Service code 26 · EIN 32-0070947 | Advisory (Participants) | $35,757 |
STRATOS WEALTH PARTNERS1 year Service code 26 · EIN 27-5273468 | Advisory (Participants) | $9,879 |
POTOMAC FUND MANAGEMENT, INC.3+ years Service code 26 · EIN 52-1542454 | Advisory (Participants) | $9,292 |
FLEXIBLE PLAN INVESTMENTS LTD3+ years Filed as: FLEXIBLE PLAN INVESTMENTS Service code 26 · EIN 38-2340348 | Advisory (Participants) | $7,471 |
Service code 26 · EIN 47-1966492 | Advisory (Participants) | $6,867 |
SEQUOIA FINANCIAL ADVISORS2 years Service code 26 · EIN 27-7729029 | Advisory (Participants) | $6,656 |
Service code 26 · EIN 47-2589461 | Advisory (Participants) | $5,571 |
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 | $16,439 | $53,684-69.4% | $170,435-90.4% | $80,976-79.7% |
| Participation rate | 97.7% | 69.2%+28.5pp | 83.6%+14.1pp | 68.3%+29.5pp |
| Annual return | 17.41% | 25.97%-8.6pp | 205.94%-188.5pp | 22.91%-5.5pp |
| Employer contribution / active EE | $2,112 | $1,642+28.6% | $5,432-61.1% | $2,402-12.1% |
| Participant deferral / active EE | $0 | $3,017-100.0% | $4,939-100.0% | $3,848-100.0% |
| Admin fee / account holder | $10 | $46-77.4% | $13,881-99.9% | $67-84.4% |