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 CREDIT PARTNERS V LP2 years Service code 28 · EIN 83-3954188 | Investment Management | $3,921,729 |
LCN CORE INCOME FUND LP1 year Service code 28 · EIN 88-2497721 | Investment Management | $2,789,741 |
PALISADE CAPITAL MANAGEMENT8+ years Service code 28 · EIN 22-3330049 | Investment Management | $2,284,250 |
Filed as: FIDELITY INSTITUTIONAL OPS Service code 13 · EIN 04-2647786 | Contract Administrator | $1,914,200 |
COMVEST CAPITAL IV LP6 years Service code 28 · EIN 81-3354737 | Investment Management | $1,689,462 |
ARTISAN PARTNERS8+ years Service code 28 · EIN 39-1807188 | Investment Management | $1,625,999 |
Service code 28 · EIN 98-1314875 | Investment Management | $1,553,910 |
WILLIAM BLAIR8+ years Service code 28 · EIN 47-2614791 | Investment Management | $1,529,139 |
Service code 28 · EIN 46-0562652 | Investment Management | $1,521,149 |
T ROWE PRICE RPS INC8+ years Filed as: T. ROWE PRICE ASSOCIATES Service code 28 · EIN 52-0556948 | Investment Management | $1,376,455 |
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 | $1,469,698-100.0% | - | $1,469,698-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | -14.05% | 7.68%-21.7pp | 179.55%-193.6pp | 7.68%-21.7pp |
| Employer contribution / active EE | $0 | $9,142-100.0% | $24,917-100.0% | $9,142-100.0% |
| Participant deferral / active EE | $0 | $462-100.0% | $463-100.0% | $462-100.0% |
| Admin fee / account holder | $0 | $19,323-100.0% | - | $19,323-100.0% |