© 2009 ProManage, LLC 1 Sample Annual Client Report 4 th Quarter 2008 Specifically & Confidentially Prepared for ABC Company February 18, 2009.

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Presentation transcript:

© 2009 ProManage, LLC 1 Sample Annual Client Report 4 th Quarter 2008 Specifically & Confidentially Prepared for ABC Company February 18, 2009

© 2009 ProManage, LLC 2 Table of Contents Fund Policy and Review3 ProManage Asset Allocation4 Non-ProManage Allocation5 ProManage Participation All Status6 ProManage Participation Active Status7 ProManage Participation Termed/Retired Status8 ProManage Participation Ineligible Status9 Historic Participation10 ProManage Participation Annual Demographic Data11 ProManage Participation By Age: Combined Plan Assets by Age Groups – Active Participants Only12 ProManage Participation By Age: Counts of Active Participants at Age Levels13 ProManage Participation By Salary: Counts of Active Participants at Salary Levels14 Disclosures15

© 2009 ProManage, LLC 3 Fund Policy and Review

© 2009 ProManage, LLC 4 ProManage Asset Allocation

© 2009 ProManage, LLC 5 Non-ProManage Allocation

© 2009 ProManage, LLC 6 ProManage Participation All Status As Percentage of Total Plan Participants As Percentage of Total Plan Assets

© 2009 ProManage, LLC 7 ProManage Participation Active Status As Percentage of Total Plan Participants As Percentage of Total Plan Assets

© 2009 ProManage, LLC 8 ProManage Participation Termed/Retired Status As Percentage of Total Plan Participants As Percentage of Total Plan Assets

© 2009 ProManage, LLC 9 ProManage Participation Ineligible Status As Percentage of Total Plan Participants As Percentage of Total Plan Assets

© 2009 ProManage, LLC 10 Historic Participation

© 2009 ProManage, LLC 11 ProManage Participation Annual Demographic Data

© 2009 ProManage, LLC 12 ProManage Participation By Age: Combined Plan Assets by Age Groups – Active Participants Only

© 2009 ProManage, LLC 13 ProManage Participation By Age: Counts of Active Participants at Age Levels

© 2009 ProManage, LLC 14 ProManage Participation By Salary: Counts of Active Participants at Salary Levels

© 2009 ProManage, LLC 15 Disclosures

© 2009 ProManage, LLC 16 ProManage, LLC 55 West Monroe Street Suite 690 Chicago, Illinois Toll free (866)