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 LLC6+ years Filed as: PROMANAGE Service code 26 · EIN 76-0767808 | Advisory (Participants) | $230,083 |
Service code 15 · EIN 04-2647786 | Recordkeeping | $24,488 |
Filed as: FAEGRE BAKER DANIELS LLP Service code 29 · EIN 41-0244008 | Legal | $837 |
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 | $97,164 | $66,513+46.1% | $178,510-45.6% | $106,273-8.6% |
| Participation rate | 74.1% | 73.8%+0.3pp | 81.9%-7.8pp | 70.8%+3.3pp |
| Annual return | 16.48% | 21.81%-5.3pp | 151.13%-134.6pp | 21.70%-5.2pp |
| Employer contribution / active EE | $0 | $1,776-100.0% | $5,011-100.0% | $2,722-100.0% |
| Participant deferral / active EE | $0 | $3,679-100.0% | $5,202-100.0% | $4,601-100.0% |
| Admin fee / account holder | $23 | $53-57.0% | $13,988-99.8% | $78-70.6% |