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 LLC3+ years Filed as: PROMANAGE Service code 26 · EIN 76-0767808 | Advisory (Participants) | $268,296 |
Service code 15 · EIN 04-2647786 | Recordkeeping | $126,224 |
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 | $75,460 | $53,684+40.6% | $170,435-55.7% | $80,976-6.8% |
| Participation rate | 78.2% | 69.2%+9.0pp | 83.6%-5.4pp | 68.3%+10.0pp |
| Annual return | 16.24% | 25.97%-9.7pp | 205.94%-189.7pp | 22.91%-6.7pp |
| Employer contribution / active EE | $0 | $1,642-100.0% | $5,432-100.0% | $2,402-100.0% |
| Participant deferral / active EE | $0 | $3,017-100.0% | $4,939-100.0% | $3,848-100.0% |
| Admin fee / account holder | $29 | $46-37.4% | $13,881-99.8% | $67-57.0% |