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 LLC7+ years Filed as: PROMANAGE Service code 26 · EIN 76-0767808 | Advisory (Participants) | $244,740 |
Service code 15 · EIN 04-2647786 | Recordkeeping | $107,551 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,020 | $68,062+58.7% | $185,854-41.9% | $106,520+1.4% |
| Participation rate | 72.9% | 75.2%-2.3pp | 81.7%-8.8pp | 71.3%+1.6pp |
| Annual return | 13.43% | 18.20%-4.8pp | 122.12%-108.7pp | 19.28%-5.8pp |
| Employer contribution / active EE | $0 | $1,997-100.0% | $5,169-100.0% | $2,840-100.0% |
| Participant deferral / active EE | $0 | $3,990-100.0% | $5,569-100.0% | $4,948-100.0% |
| Admin fee / account holder | $34 | $53-35.4% | $16,246-99.8% | $75-54.3% |