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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,328,268 |
Service code 37 · EIN 04-2647786 | Loan Processing | $750,473 |
CONDUENT HR CONSULTING, LLC2 years Filed as: CONDUENT HR CONSULTING LLC Service code 15 · EIN 04-3609848 | Recordkeeping | $210,555 |
CHEVRON CORPORATION4+ years Service code 15 · EIN 94-0890210 | Recordkeeping | $148,208 |
Filed as: MORRIS DAVIS CHAN AND TAN Service code 10 · EIN 94-2214860 | Accounting | $128,948 |
SEYFARTH SHAW LLP2 years Service code 29 · EIN 36-2152202 | Legal | $63,908 |
CALLAN ASSOCIATES1 year Filed as: CALLAN LLC Service code 16 · EIN 94-2192581 | Consulting | $45,000 |
INFORMA2 years Filed as: INFORMA INVESTMENT SOLUTIONS Service code 15 · EIN 04-2705709 | Recordkeeping | $8,323 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $486,104 | $173,253+180.6% | $80,022+507.5% | $73,367+562.6% |
| Participation rate | 96.6% | 88.8%+7.7pp | 75.8%+20.7pp | 69.5%+27.1pp |
| Annual return | -5.62% | -2.12%-3.5pp | 11.22%-16.8pp | 173.45%-179.1pp |
| Employer contribution / active EE | $12,202 | $6,338+92.5% | $2,468+394.4% | $2,499+388.3% |
| Participant deferral / active EE | $15,118 | $8,893+70.0% | $3,686+310.2% | $4,033+274.9% |
| Admin fee / account holder | $100 | $90+11.4% | $6,521-98.5% | $68+46.4% |