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 |
|---|---|---|
Service code 28 · EIN 46-0562652 | Investment Management | $4,004,938 |
PALISADE CAPITAL MANAGEMENT7+ years Service code 28 · EIN 22-3330049 | Investment Management | $2,839,678 |
Service code 28 · EIN 98-1314875 | Investment Management | $2,616,737 |
ARTISAN PARTNERS7+ years Service code 28 · EIN 39-1807188 | Investment Management | $2,252,200 |
COMVEST CAPITAL IV LP5 years Service code 28 · EIN 81-3354737 | Investment Management | $2,060,504 |
T ROWE PRICE RPS INC7+ years Filed as: T. ROWE PRICE ASSOCIATES Service code 28 · EIN 52-0556948 | Investment Management | $1,977,890 |
WILLIAM BLAIR7+ years Service code 28 · EIN 47-2614791 | Investment Management | $1,843,492 |
Service code 28 · EIN 83-3954188 | Investment Management | $1,749,208 |
Filed as: FIDELITY INSTITUTIONAL OPS Service code 13 · EIN 04-2647786 | Contract Administrator | $1,642,163 |
THE CARLYLE GROUP7+ years Filed as: CARLYLE US EQUITY OPP FD II LP Service code 28 · EIN 47-5397407 | Investment Management | $1,520,592 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $765,066-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 3.4%-3.4pp | 0.0%0pp |
| Annual return | 9.59% | 13.51%-3.9pp | 8.31%+1.3pp | 13.51%-3.9pp |
| Employer contribution / active EE | $0 | $8,170-100.0% | $21,002-100.0% | $8,170-100.0% |
| Participant deferral / active EE | $0 | $488-100.0% | $224-100.0% | $488-100.0% |
| Admin fee / account holder | $0 | $0 | $724-100.0% | - |