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 LLC5+ years Filed as: PROMANAGE Service code 26 · EIN 76-0767808 | Advisory (Participants) | $259,756 |
Service code 15 · EIN 04-2647786 | Recordkeeping | $144,456 |
Filed as: FAEGRE BAKER DANIELS LLP Service code 29 · EIN 41-0244008 | Legal | $7,142 |
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 | $83,793 | $58,202+44.0% | $172,757-51.5% | $89,609-6.5% |
| Participation rate | 75.8% | 72.8%+3.0pp | 82.6%-6.8pp | 69.6%+6.2pp |
| Annual return | 18.90% | 61.59%-42.7pp | 803.06%-784.2pp | 33.65%-14.7pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $5,144-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $0 | $3,335-100.0% | $5,198-100.0% | $4,222-100.0% |
| Admin fee / account holder | $34 | $53-35.3% | $13,956-99.8% | $72-52.5% |