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 |
|---|---|---|
PROMANAGE LLC1+ years Filed as: PROMANAGE Service code 26 · EIN 76-0767808 | Advisory (Participants) | $287,335 |
Service code 15 · EIN 04-2647786 | Recordkeeping | $152,545 |
Filed as: FIDELITY INVESTMENTS INST OPER CO Service code 15 | Recordkeeping | $0 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,838 | $46,516+37.2% | $147,618-56.8% | $69,651-8.3% |
| Participation rate | 79.7% | 65.8%+13.9pp | 84.6%-4.9pp | 66.6%+13.1pp |
| Annual return | 0.71% | 9.48%-8.8pp | 61.98%-61.3pp | 53.77%-53.1pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $5,564-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $0 | $2,719-100.0% | $4,895-100.0% | $3,635-100.0% |
| Admin fee / account holder | $29 | $45-35.9% | $11,612-99.8% | $63-54.6% |