Download presentation
Presentation is loading. Please wait.
Published byProsper Blankenship Modified over 9 years ago
1
© 2009 ProManage, LLC 1 Sample Annual Client Report 4 th Quarter 2008 Specifically & Confidentially Prepared for ABC Company February 18, 2009
2
© 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
3
© 2009 ProManage, LLC 3 Fund Policy and Review
4
© 2009 ProManage, LLC 4 ProManage Asset Allocation
5
© 2009 ProManage, LLC 5 Non-ProManage Allocation
6
© 2009 ProManage, LLC 6 ProManage Participation All Status As Percentage of Total Plan Participants As Percentage of Total Plan Assets
7
© 2009 ProManage, LLC 7 ProManage Participation Active Status As Percentage of Total Plan Participants As Percentage of Total Plan Assets
8
© 2009 ProManage, LLC 8 ProManage Participation Termed/Retired Status As Percentage of Total Plan Participants As Percentage of Total Plan Assets
9
© 2009 ProManage, LLC 9 ProManage Participation Ineligible Status As Percentage of Total Plan Participants As Percentage of Total Plan Assets
10
© 2009 ProManage, LLC 10 Historic Participation
11
© 2009 ProManage, LLC 11 ProManage Participation Annual Demographic Data
12
© 2009 ProManage, LLC 12 ProManage Participation By Age: Combined Plan Assets by Age Groups – Active Participants Only
13
© 2009 ProManage, LLC 13 ProManage Participation By Age: Counts of Active Participants at Age Levels
14
© 2009 ProManage, LLC 14 ProManage Participation By Salary: Counts of Active Participants at Salary Levels
15
© 2009 ProManage, LLC 15 Disclosures
16
© 2009 ProManage, LLC 16 ProManage, LLC 55 West Monroe Street Suite 690 Chicago, Illinois 60603-5150 sfoster@promanageplan.com Toll free (866) 456-0669
Similar presentations
© 2024 SlidePlayer.com. Inc.
All rights reserved.