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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $2,332,863 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,043,072 |
MORRIS DAVIS CHAN & TAN LLP6+ years Service code 10 · EIN 94-2214860 | Accounting | $133,511 |
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWERS WATSON Service code 16 · EIN 53-0181291 | Consulting | $118,717 |
CHEVRON CORPORATION6+ years Service code 15 · EIN 94-0890210 | Recordkeeping | $58,303 |
SEYFARTH SHAW LLP4 years Service code 16 · EIN 36-2152202 | Consulting | $38,977 |
CALLAN ASSOCIATES3 years Filed as: CALLAN LLC Service code 16 · EIN 94-2192581 | Consulting | $18,000 |
Service code 16 · EIN 04-2705709 | Consulting | $11,415 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $520,524 | $430,560+20.9% | $98,920+426.2% | $106,273+389.8% |
| Participation rate | 96.6% | 86.2%+10.4pp | 76.0%+20.6pp | 70.8%+25.8pp |
| Annual return | 0.73% | 17.89%-17.2pp | 196.47%-195.7pp | 21.70%-21.0pp |
| Employer contribution / active EE | $14,100 | $6,804+107.2% | $2,689+424.3% | $2,722+417.9% |
| Participant deferral / active EE | $17,965 | $9,623+86.7% | $4,245+323.2% | $4,601+290.4% |
| Admin fee / account holder | $132 | $220-39.9% | $6,643-98.0% | $78+69.0% |