Filed May 13, 1994 (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 |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC2 years Service code 16 · EIN 33-0818667 | Consulting | $46,976 |
ACCUITY LLP6 years Service code 16 · EIN 20-5325889 | Consulting | $45,969 |
TRUCKER HUSS2 years Service code 29 · EIN 94-3216063 | Legal | $8,262 |
Filed as: FIDELITY INV INST OPER CO, INC. Service code 37 · EIN 04-2647786 | Loan Processing | -$162,785 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,181 | $136,853+58.7% | $130,298+66.7% | $80,187+170.8% |
| Participation rate | 92.3% | 81.6%+10.6pp | 76.3%+16.0pp | 72.9%+19.3pp |
| Annual return | 12.25% | 22.66%-10.4pp | 38.90%-26.6pp | 40.40%-28.2pp |
| Employer contribution / active EE | $2,198 | $3,395-35.2% | $4,128-46.7% | $2,980-26.2% |
| Participant deferral / active EE | $11,463 | $5,856+95.8% | $6,790+68.8% | $5,016+128.5% |
| Admin fee / account holder | $114 | $184-37.8% | $6,025-98.1% | $145-21.0% |