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 IV LP7 years Service code 28 · EIN 81-3354737 | Investment Management | $5,188,443 |
COMVEST CREDIT PARTNERS V LP3 years Service code 28 · EIN 83-3954188 | Investment Management | $3,518,879 |
LCN CORE INCOME FUND LP2 years Service code 28 · EIN 88-2497721 | Investment Management | $2,876,081 |
III OFFSHORE ADVISORS3 years Filed as: III CAPITAL MANAGEMENT Service code 28 · EIN 88-0302775 | Investment Management | $2,859,674 |
Filed as: FIDELITY INSTITUTIONAL OPERATIONS Service code 13 · EIN 04-2647786 | Contract Administrator | $2,380,748 |
INDEPENDENT FINANCIAL PARTNERS9+ years Filed as: COMVEST INVESTMENT PARTNERS Service code 28 · EIN 47-1129553 | Investment Management | $2,181,982 |
PALISADE CAPITAL MANAGEMENT9+ years Service code 28 · EIN 22-3330049 | Investment Management | $1,680,598 |
ARTISAN PARTNERS9+ years Service code 28 · EIN 39-1807188 | Investment Management | $1,591,004 |
NEW MOUNTAIN PARTNERS IV LP9+ years Service code 28 · EIN 46-1202173 | Investment Management | $1,446,348 |
T ROWE PRICE RPS INC9+ years Filed as: T. ROWE PRICE ASSOCIATES Service code 28 · EIN 52-0556948 | Investment Management | $1,356,081 |
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 | $191,373-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 0.0%0pp |
| Annual return | 11.05% | 13.18%-2.1pp | 8.46%+2.6pp | 13.18%-2.1pp |
| Employer contribution / active EE | $0 | $8,469-100.0% | $25,175-100.0% | $8,469-100.0% |
| Participant deferral / active EE | $0 | $322-100.0% | $181-100.0% | $322-100.0% |
| Admin fee / account holder | $0 | $0 | $730-100.0% | - |