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 STRATEGIES2+ years Service code 28 · EIN 98-1103575 | Investment Management | $2,731,263 |
Filed as: FIDELITY INSTITUTIONAL OPS Service code 12 · EIN 04-2647786 | Contract Administrator; Account maint... | $1,683,103 |
PALISADE CAPITAL MANAGEMENT2+ years Service code 28 · EIN 22-3330049 | Investment Management | $1,575,809 |
COMVEST CAPITAL III LP2+ years Filed as: COMVEST CAPITAL III Service code 28 · EIN 90-1005478 | Investment Management | $1,486,889 |
ARTISAN PARTNERS2+ years Service code 28 · EIN 39-1807188 | Investment Management | $1,358,562 |
ADVENT CAPITAL MANAGEMENT LLC2+ years Filed as: ADVENT CAPITAL MANAGEMENT Service code 28 · EIN 13-4168910 | Investment Management | $941,936 |
KKR PRISMA2+ years Filed as: KKR SPECIAL SITUATIONS FUND Service code 28 · EIN 46-3597680 | Investment Management | $933,245 |
WILLIAM BLAIR2+ years Service code 28 · EIN 47-2614791 | Investment Management | $791,228 |
INDEPENDENT FINANCIAL PARTNERS2+ years Filed as: COMVEST INVESTMENT PARTNERS Service code 28 · EIN 47-1129553 | Investment Management | $753,352 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: JP MORGAN ASSET MANAGEMENT Service code 28 · EIN 13-3200244 | Investment Management | $695,040 |
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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 | $40,289-100.0% | $14,339-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 17.0%-17.0pp | 4.2%-4.2pp |
| Annual return | 6.49% | 10.64%-4.2pp | 1.15%+5.3pp | 10.64%-4.2pp |
| Employer contribution / active EE | $0 | $11,561-100.0% | $26,339-100.0% | $11,561-100.0% |
| Participant deferral / active EE | $0 | $347-100.0% | $178-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $3,605-100.0% | $312-100.0% |