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 | $1,769,249 |
PROMANAGE LLC9+ years Filed as: PROMANAGE Service code 26 · EIN 76-0767808 | Advisory (Participants) | $778,492 |
MERCER3 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $80,606 |
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 | $88,701 | $68,330+29.8% | $149,740-40.8% | $96,393-8.0% |
| Participation rate | 92.7% | 74.6%+18.1pp | 78.8%+13.9pp | 71.3%+21.4pp |
| Annual return | 17.65% | 29.64%-12.0pp | 134.51%-116.9pp | 22.88%-5.2pp |
| Employer contribution / active EE | $3,061 | $2,139+43.1% | $4,821-36.5% | $3,239-5.5% |
| Participant deferral / active EE | $6,757 | $4,422+52.8% | $5,683+18.9% | $5,455+23.9% |
| Admin fee / account holder | $73 | $52+40.8% | $13,222-99.4% | $74-0.9% |