Filed December 27, 2011
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.
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| Provider | Service type | Compensation |
|---|---|---|
HIGHBRIDGE PRINCIPAL STRATEGIES1+ years Service code 28 · EIN 98-1103575 | Investment Management | $3,104,489 |
Filed as: FIDELITY INSTITUTIONAL OPS Service code 12 · EIN 04-2647786 | Contract Administrator; Claims proces... | $1,648,181 |
COMVEST CAPITAL III LP1+ years Filed as: COMVEST CAPITAL III Service code 28 · EIN 90-1005478 | Investment Management | $1,608,776 |
PALISADE CAPITAL MANAGEMENT1+ years Service code 28 · EIN 22-3330049 | Investment Management | $1,602,023 |
NEW MOUNTAIN PARTNERS IV LP1+ years Service code 28 · EIN 46-1202173 | Investment Management | $957,729 |
ADVENT CAPITAL MANAGEMENT LLC1+ years Filed as: ADVENT CAPITAL MANAGEMENT Service code 28 · EIN 13-4168910 | Investment Management | $937,843 |
ARTISAN PARTNERS1+ years Service code 28 · EIN 39-1807188 | Investment Management | $790,528 |
KKR PRISMA1+ years Filed as: KKR SPECIAL SITUATIONS FUND Service code 28 · EIN 46-3597680 | Investment Management | $719,067 |
Filed as: NEW YORK LIFE INSURANCE Service code 28 · EIN 13-5582869 | Investment Management | $699,734 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: JP MORGAN ASSET MANAGEMENT Service code 28 · EIN 13-3200244 | Investment Management | $681,124 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $47,522-100.0% | $10,105-100.0% | $47,522-100.0% |
| Participation rate | 0.0% | 9.2%-9.2pp | 11.1%-11.1pp | 9.2%-9.2pp |
| Annual return | -3.54% | -0.08%-3.5pp | 16.23%-19.8pp | -0.08%-3.5pp |
| Employer contribution / active EE | $0 | $7,991-100.0% | $17,605-100.0% | $7,991-100.0% |
| Participant deferral / active EE | $0 | $325-100.0% | $237-100.0% | $325-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $11-100.0% | $275-100.0% |