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 LLC4+ years Filed as: PROMANAGE Service code 26 · EIN 76-0767808 | Advisory (Participants) | $280,390 |
Service code 15 · EIN 04-2647786 | Recordkeeping | $164,364 |
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 | $70,998 | $46,969+51.2% | $154,110-53.9% | $73,367-3.2% |
| Participation rate | 77.3% | 72.4%+4.9pp | 83.0%-5.8pp | 69.5%+7.8pp |
| Annual return | -4.42% | 821.68%-826.1pp | 735.22%-739.6pp | 173.45%-177.9pp |
| Employer contribution / active EE | $0 | $1,723-100.0% | $5,298-100.0% | $2,499-100.0% |
| Participant deferral / active EE | $0 | $3,162-100.0% | $5,081-100.0% | $4,033-100.0% |
| Admin fee / account holder | $35 | $47-25.5% | $13,412-99.7% | $68-49.2% |