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 |
|---|---|---|
PALISADE CAPITAL MANAGEMENT6+ years Service code 28 · EIN 22-3330049 | Investment Management | $2,164,394 |
Service code 28 · EIN 98-1314875 | Investment Management | $2,060,188 |
COMVEST CAPITAL IV LP4 years Service code 28 · EIN 81-3354737 | Investment Management | $2,026,921 |
ARTISAN PARTNERS6+ years Service code 28 · EIN 39-1807188 | Investment Management | $1,903,648 |
Filed as: FIDELITY INSTITUTIONAL OPS Service code 12 · EIN 04-2647786 | Claims processing; Recordkeeping and ... | $1,744,282 |
T ROWE PRICE RPS INC6+ years Filed as: T. ROWE PRICE ASSOCIATES Service code 28 · EIN 52-0556948 | Investment Management | $1,636,180 |
WILLIAM BLAIR6+ years Service code 28 · EIN 47-2614791 | Investment Management | $1,503,137 |
COMVEST CAPITAL III LP3 years Service code 28 · EIN 90-1005478 | Investment Management | $1,299,022 |
JACKSON SQUARE PARTNERS1 year Filed as: JACKSON SQUARE PARTNERS, LLC Service code 28 · EIN 80-0945254 | Investment Management | $1,237,629 |
UNIVERSE RE LLC2 years Service code 28 · EIN 90-1032156 | Investment Management | $1,234,605 |
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 | $0 | $733,756-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 3.1%-3.1pp | 0.0%0pp |
| Annual return | 16.66% | 13.80%+2.9pp | 8.35%+8.3pp | 13.80%+2.9pp |
| Employer contribution / active EE | $0 | $10,386-100.0% | $27,010-100.0% | $10,386-100.0% |
| Participant deferral / active EE | $0 | $448-100.0% | $180-100.0% | $448-100.0% |
| Admin fee / account holder | $0 | $0 | $19,421-100.0% | - |