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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $2,649,975 |
Service code 37 · EIN 04-2647786 | Loan Processing | $893,965 |
GRANT THORNTON LLP1 year Service code 10 · EIN 36-6055558 | Accounting | $68,000 |
SEYFARTH SHAW LLP5 years Service code 29 · EIN 36-2152202 | Legal | $63,089 |
WILLIS TOWERS WATSON US LLC3 years Filed as: WILLIS TOWERS WATSON Service code 16 · EIN 53-0181291 | Consulting | $45,444 |
Service code 16 · EIN 04-2705709 | Consulting | $25,942 |
CHEVRON CORPORATION7+ years Service code 15 · EIN 94-0890210 | Recordkeeping | $12,274 |
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 | $578,287 | $239,209+141.7% | $106,554+442.7% | $106,520+442.9% |
| Participation rate | 97.1% | 89.6%+7.5pp | 76.1%+21.0pp | 71.3%+25.8pp |
| Annual return | 25.52% | 17.49%+8.0pp | 26.80%-1.3pp | 19.28%+6.2pp |
| Employer contribution / active EE | $12,424 | $6,641+87.1% | $2,819+340.7% | $2,840+337.4% |
| Participant deferral / active EE | $16,072 | $9,673+66.2% | $4,398+265.4% | $4,948+224.8% |
| Admin fee / account holder | $129 | $95+35.4% | $7,408-98.3% | $75+72.7% |