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 |
|---|---|---|
Filed as: FIDELITY INSTITUTIONAL OPS Service code 12 · EIN 04-2647786 | Contract Administrator; Claims proces... | $2,114,043 |
PALISADE CAPITAL MANAGEMENT5+ years Service code 28 · EIN 22-3330049 | Investment Management | $2,013,726 |
Service code 28 · EIN 98-1314875 | Investment Management | $1,853,387 |
ARTISAN PARTNERS5+ years Service code 28 · EIN 39-1807188 | Investment Management | $1,815,198 |
COMVEST CAPITAL IV LP3 years Service code 28 · EIN 81-3354737 | Investment Management | $1,702,403 |
T ROWE PRICE RPS INC5+ years Filed as: T. ROWE PRICE ASSOCIATES Service code 28 · EIN 52-0556948 | Investment Management | $1,371,295 |
Service code 28 · EIN 98-1385608 | Investment Management | $1,331,677 |
WILLIAM BLAIR5+ years Service code 28 · EIN 47-2614791 | Investment Management | $1,161,118 |
Service code 28 · EIN 13-4168910 | Investment Management | $1,079,885 |
JACKSON SQUARE PARTNERS5+ years Filed as: JACKSON SQUARE PARTNERS LLC Service code 28 · EIN 80-0945254 | Investment Management | $983,854 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $894,319,009-100.0% | - | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 36.65% | 24.48%+12.2pp | 13.45%+23.2pp | 24.48%+12.2pp |
| Employer contribution / active EE | $0 | $9,418-100.0% | $26,057-100.0% | $9,418-100.0% |
| Participant deferral / active EE | $0 | $501-100.0% | $181-100.0% | $501-100.0% |
| Admin fee / account holder | $0 | $2,968,729-100.0% | - | $2,968,729-100.0% |