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.
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| Provider | Service type | Compensation |
|---|---|---|
PROMANAGE LLC10+ years Filed as: PROMANAGE Service code 26 · EIN 76-0767808 | Advisory (Participants) | $182,693 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $90,071 |
Filed as: FAEGRE BAKER DANIELS LLP Service code 29 · EIN 41-0244008 | Legal | $64,251 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $20,756 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVESTMENTS INST OPER CO Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,690 | $68,110+68.4% | $155,534-26.3% | $99,314+15.5% |
| Participation rate | 66.1% | 67.8%-1.7pp | 78.2%-12.2pp | 71.7%-5.6pp |
| Annual return | 13.55% | 16.16%-2.6pp | 64.92%-51.4pp | 17.67%-4.1pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $4,675-100.0% | $3,264-100.0% |
| Participant deferral / active EE | $0 | $3,865-100.0% | $5,630-100.0% | $5,346-100.0% |
| Admin fee / account holder | $45 | $94-51.6% | $15,900-99.7% | $109-58.4% |