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 |
|---|---|---|
ACCUITY LLP7 years Service code 10 · EIN 20-5325889 | Accounting | $90,576 |
SAGEVIEW ADVISORY GROUP, LLC3 years Service code 16 · EIN 33-0818667 | Consulting | $64,745 |
TRUCKER HUSS3 years Service code 29 · EIN 94-3216063 | Legal | $29,014 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INV INST OPER CO, INC. Service code 37 · EIN 04-2647786 | Loan Processing | -$298,991 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $251,826 | $148,970+69.0% | $133,698+88.4% | $200,096+25.9% |
| Participation rate | 92.6% | 79.4%+13.2pp | 76.4%+16.1pp | 72.0%+20.5pp |
| Annual return | 15.96% | 27.07%-11.1pp | 580.90%-564.9pp | 34.26%-18.3pp |
| Employer contribution / active EE | $2,797 | $3,561-21.5% | $4,218-33.7% | $3,038-7.9% |
| Participant deferral / active EE | $11,915 | $6,140+94.1% | $7,016+69.8% | $5,090+134.1% |
| Admin fee / account holder | $129 | $144-10.4% | $6,703-98.1% | $269-52.1% |