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.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $2,537,719 |
Service code 37 · EIN 04-2647786 | Loan Processing | $205,168 |
WILLIS TOWERS WATSON US LLC5 years Filed as: WILLIS TOWERS WATSON Service code 16 · EIN 53-0181291 | Consulting | $151,173 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS Service code 16 · EIN 26-0058143 | Consulting | $95,000 |
SEYFARTH SHAW LLP7 years Service code 29 · EIN 36-2152202 | Legal | $77,280 |
GRANT THORNTON LLP3 years Service code 10 · EIN 36-6055558 | Accounting | $75,340 |
CHEVRON CORPORATION9+ years Service code 15 · EIN 94-0890210 | Recordkeeping | $32,205 |
Filed as: ADVANTAGE MAILING, LLC Service code 49 1600 N KRAEMER BLVD · ANAHEIM, CA 92806 | Other Services | $15,787 |
Service code 16 · EIN 04-2705709 | Consulting | $13,239 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $547,188 | $225,491+142.7% | $98,462+455.7% | $96,393+467.7% |
| Participation rate | 97.9% | 87.3%+10.6pp | 75.2%+22.8pp | 71.3%+26.7pp |
| Annual return | 7.35% | 19.53%-12.2pp | 21.20%-13.9pp | 22.88%-15.5pp |
| Employer contribution / active EE | $14,565 | $8,386+73.7% | $3,049+377.7% | $3,239+349.7% |
| Participant deferral / active EE | $18,109 | $10,872+66.6% | $4,738+282.2% | $5,455+232.0% |
| Admin fee / account holder | $92 | $87+6.0% | $8,875-99.0% | $74+24.9% |