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 | $2,532,120 |
PROMANAGE LLC8+ years Filed as: PROMANAGE Service code 26 · EIN 76-0767808 | Advisory (Participants) | $714,867 |
MERCER2 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $96,765 |
Filed as: FIDELITY INVESTMENTS INST OPER CO Service code 15 | Recordkeeping | $0 |
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 | $77,510 | $83,057-6.7% | $143,801-46.1% | $89,433-13.3% |
| Participation rate | 91.3% | 74.0%+17.3pp | 80.3%+11.0pp | 71.3%+20.0pp |
| Annual return | -14.98% | -13.97%-1.0pp | -0.04%-14.9pp | -11.88%-3.1pp |
| Employer contribution / active EE | $2,878 | $2,095+37.4% | $4,952-41.9% | $3,021-4.7% |
| Participant deferral / active EE | $6,302 | $4,281+47.2% | $5,639+11.8% | $5,125+23.0% |
| Admin fee / account holder | $73 | $83-11.7% | $14,680-99.5% | $79-7.7% |