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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $2,233,430 |
Service code 37 · EIN 04-2647786 | Loan Processing | $447,349 |
MORRIS DAVIS CHAN & TAN LLP2 years Filed as: MORRIS DAVIS CHAN AND TAN Service code 10 · EIN 94-2214860 | Accounting | $130,242 |
CHEVRON CORPORATION5+ years Service code 15 · EIN 94-0890210 | Recordkeeping | $118,919 |
CONDUENT HR CONSULTING, LLC3 years Filed as: CONDUENT HR CONSULTING LLC Service code 15 · EIN 04-3609848 | Recordkeeping | $104,500 |
SEYFARTH SHAW LLP3 years Service code 29 · EIN 36-2152202 | Legal | $46,217 |
Filed as: WILLIS TOWERS WATSON Service code 15 · EIN 53-0181291 | Recordkeeping | $37,269 |
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 | $541,777 | $201,404+169.0% | $93,621+478.7% | $89,609+504.6% |
| Participation rate | 96.2% | 87.5%+8.7pp | 75.8%+20.3pp | 69.6%+26.6pp |
| Annual return | 19.18% | 23.05%-3.9pp | 32.76%-13.6pp | 33.65%-14.5pp |
| Employer contribution / active EE | $12,590 | $6,528+92.9% | $2,719+363.1% | $2,584+387.2% |
| Participant deferral / active EE | $15,398 | $9,208+67.2% | $4,070+278.4% | $4,222+264.7% |
| Admin fee / account holder | $108 | $89+21.1% | $7,890-98.6% | $72+51.1% |