Filed January 17, 1997 (most recent of 2 filings on file)
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 |
|---|---|---|
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $2,893,571 |
GRANT THORNTON LLP4 years Service code 10 · EIN 36-6055558 | Accounting | $75,000 |
Service code 27 · EIN 81-4017137 | Advisory (Plan) | $66,667 |
SEYFARTH SHAW LLP8 years Service code 29 · EIN 36-2152202 | Legal | $50,768 |
CHEVRON CORPORATION10+ years Service code 15 · EIN 94-0890210 | Recordkeeping | $49,648 |
WILLIS TOWERS WATSON US LLC6 years Filed as: WILLIS TOWERS WATSON Service code 16 · EIN 53-0181291 | Consulting | $42,446 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS Service code 16 · EIN 26-0058143 | Consulting | $15,000 |
Service code 16 · EIN 04-2705709 | Consulting | $13,764 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$212,287 |
Form 5500 reported that benefits due were not provided when due.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $592,921 | $244,991+142.0% | $105,624+461.4% | $106,553+456.5% |
| Participation rate | 97.0% | 88.4%+8.6pp | 75.3%+21.7pp | 69.8%+27.2pp |
| Annual return | 12.69% | 13.48%-0.8pp | 116.20%-103.5pp | 17.37%-4.7pp |
| Employer contribution / active EE | $14,405 | $8,816+63.4% | $3,168+354.8% | $3,359+328.9% |
| Participant deferral / active EE | $18,199 | $11,442+59.1% | $5,013+263.1% | $5,562+227.2% |
| Admin fee / account holder | $87 | $88-1.2% | $10,961-99.2% | $80+9.1% |