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.
| Provider | Service type | Compensation |
|---|---|---|
COMVEST CAPITAL III LP1 year Service code 28 · EIN 90-1005478 | Investment Management | $2,697,509 |
Filed as: FIDELITY INSTITUTIONAL OPS Service code 12 · EIN 04-2647786 | Claims processing; Recordkeeping and ... | $2,248,380 |
PALISADE CAPITAL MANAGEMENT4+ years Service code 28 · EIN 22-3330049 | Investment Management | $1,856,071 |
NEW MOUNTAIN PARTNERS IV LP4+ years Service code 28 · EIN 46-1202173 | Investment Management | $1,734,558 |
ARTISAN PARTNERS4+ years Service code 28 · EIN 39-1807188 | Investment Management | $1,716,725 |
YORK SPECIAL OPP FUND II-A LP4+ years Service code 28 · EIN 46-3324444 | Investment Management | $1,638,594 |
COMVEST CAPITAL IV LP2 years Service code 28 · EIN 81-3354737 | Investment Management | $1,290,166 |
Service code 28 · EIN 98-1314875 | Investment Management | $1,194,637 |
WILLIAM BLAIR4+ years Service code 28 · EIN 47-2614791 | Investment Management | $1,097,570 |
Service code 28 · EIN 13-4168910 | Investment Management | $1,036,021 |
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 | $7,764,297-100.0% | $221,583-100.0% | $7,764,297-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 4.3%-4.3pp | 0.0%0pp |
| Annual return | -2.79% | -1.95%-0.8pp | -6.55%+3.8pp | -1.95%-0.8pp |
| Employer contribution / active EE | $0 | $9,243-100.0% | $21,653-100.0% | $9,243-100.0% |
| Participant deferral / active EE | $0 | $425-100.0% | $160-100.0% | $425-100.0% |
| Admin fee / account holder | $0 | $62,356-100.0% | $1,920-100.0% | $62,356-100.0% |