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 LLC8+ years Filed as: PROMANAGE Service code 26 · EIN 76-0767808 | Advisory (Participants) | $210,987 |
Service code 15 · EIN 04-2647786 | Recordkeeping | $97,947 |
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 | $88,152 | $52,346+68.4% | $143,801-38.7% | $78,104+12.9% |
| Participation rate | 71.2% | 72.7%-1.5pp | 80.3%-9.1pp | 74.5%-3.3pp |
| Annual return | -16.27% | -14.19%-2.1pp | -0.04%-16.2pp | 10.90%-27.2pp |
| Employer contribution / active EE | $0 | $2,131-100.0% | $4,952-100.0% | $3,128-100.0% |
| Participant deferral / active EE | $0 | $3,800-100.0% | $5,639-100.0% | $5,089-100.0% |
| Admin fee / account holder | $32 | $63-49.3% | $14,680-99.8% | $79-59.3% |