Filed November 24, 2009 (most recent of 4 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 |
|---|---|---|
Service code 15 · EIN 04-2647786 | Recordkeeping | $1,646,242 |
PROMANAGE LLC5+ years Filed as: PROMANAGE Service code 26 · EIN 76-0767808 | Advisory (Participants) | $585,105 |
MERCER2 years Filed as: PAVILION ADVISORY GROUP INC. Service code 27 · EIN 04-3831795 | Advisory (Plan) | $53,490 |
Filed as: FAEGRE BAKER DANIELS Service code 29 · EIN 41-0244008 | Legal | $8,801 |
Filed as: FIDELITY INVESTMENTS INST OPER CO Service code 15 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,312 | $58,202+22.5% | $172,757-58.7% | $89,609-20.4% |
| Participation rate | 92.0% | 72.8%+19.2pp | 82.6%+9.4pp | 69.6%+22.4pp |
| Annual return | 20.70% | 61.59%-40.9pp | 803.06%-782.4pp | 33.65%-13.0pp |
| Employer contribution / active EE | $2,693 | $1,759+53.1% | $5,144-47.6% | $2,584+4.2% |
| Participant deferral / active EE | $5,573 | $3,335+67.1% | $5,198+7.2% | $4,222+32.0% |
| Admin fee / account holder | $72 | $53+37.8% | $13,956-99.5% | $72+1.1% |