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 LLC2+ years Filed as: PROMANAGE Service code 26 · EIN 76-0767808 | Advisory (Participants) | $256,691 |
Service code 15 · EIN 04-2647786 | Recordkeeping | $124,013 |
Filed as: FIDELITY INVESTMENTS INST OPER CO Service code 15 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $66,622 | $49,270+35.2% | $156,551-57.4% | $329,111-79.8% |
| Participation rate | 79.3% | 68.1%+11.2pp | 84.0%-4.7pp | 67.9%+11.5pp |
| Annual return | 6.06% | 23.25%-17.2pp | 32.23%-26.2pp | 16.35%-10.3pp |
| Employer contribution / active EE | $0 | $1,534-100.0% | $5,501-100.0% | $2,303-100.0% |
| Participant deferral / active EE | $0 | $2,920-100.0% | $4,871-100.0% | $3,682-100.0% |
| Admin fee / account holder | $26 | $51-48.1% | $13,028-99.8% | $754-96.5% |