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 LLC9+ years Filed as: PROMANAGE Service code 26 · EIN 76-0767808 | Advisory (Participants) | $192,673 |
Service code 15 · EIN 04-2647786 | Recordkeeping | $94,361 |
Filed as: FAEGRE BAKER DANIELS LLP Service code 29 · EIN 41-0244008 | Legal | $29,638 |
Filed as: FIDELITY INVESTMENTS INST OPER CO Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $101,782 | $59,312+71.6% | $149,740-32.0% | $103,657-1.8% |
| Participation rate | 69.5% | 70.3%-0.8pp | 78.8%-9.3pp | 73.4%-3.9pp |
| Annual return | 17.43% | 78.03%-60.6pp | 134.51%-117.1pp | 33.13%-15.7pp |
| Employer contribution / active EE | $0 | $2,187-100.0% | $4,821-100.0% | $3,216-100.0% |
| Participant deferral / active EE | $0 | $3,719-100.0% | $5,683-100.0% | $5,218-100.0% |
| Admin fee / account holder | $36 | $103-65.4% | $13,222-99.7% | $114-68.8% |