Filed May 23, 2000
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.
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| Provider | Service type | Compensation |
|---|---|---|
ACCUITY LLP1 year Service code 10 · EIN 20-5325889 | Accounting | $51,099 |
SAGEVIEW ADVISORY GROUP, LLC4 years Service code 16 · EIN 33-0818667 | Consulting | $16,932 |
TRUCKER HUSS1 year Service code 29 · EIN 94-3216063 | Legal | $14,948 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INV INST OPER CO, INC. Service code 37 · EIN 04-2647786 | Loan Processing | -$59,781 |
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 | $142,778 | $129,227+10.5% | $184,256-22.5% | $77,762+83.6% |
| Participation rate | 91.3% | 87.4%+3.9pp | 86.8%+4.5pp | 70.6%+20.7pp |
| Annual return | 14.52% | 33.24%-18.7pp | 28.85%-14.3pp | 31.27%-16.8pp |
| Employer contribution / active EE | $4,085 | $4,412-7.4% | $6,427-36.4% | $2,728+49.7% |
| Participant deferral / active EE | $7,978 | $7,307+9.2% | $9,133-12.7% | $4,651+71.5% |
| Admin fee / account holder | $127 | $256-50.4% | $13,899-99.1% | $433-70.7% |