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 LP4 years Service code 28 · EIN 83-3954188 | Investment Management | $5,080,944 |
III OFFSHORE ADVISORS4 years Filed as: III CAPITAL MANAGEMENT Service code 28 · EIN 88-0302775 | Investment Management | $3,238,219 |
Filed as: FIDELITY INSTITUTIONAL OPERATIONS Service code 13 · EIN 04-2647786 | Contract Administrator | $2,027,372 |
T ROWE PRICE RPS INC10+ years Filed as: T. ROWE PRICE ASSOCIATES Service code 28 · EIN 52-0556948 | Investment Management | $1,853,425 |
THE CARLYLE GROUP10+ years Filed as: CARLYLE US EQUITY OPP FD II LP Service code 28 · EIN 47-5397407 | Investment Management | $1,779,695 |
ARTISAN PARTNERS10+ years Service code 28 · EIN 39-1807188 | Investment Management | $1,768,224 |
NEW MOUNTAIN PARTNERS V LP8 years Service code 28 · EIN 81-5120170 | Investment Management | $1,753,271 |
COMVEST CAPITAL IV LP8 years Service code 28 · EIN 81-3354737 | Investment Management | $1,736,370 |
PALISADE CAPITAL MANAGEMENT10+ years Service code 28 · EIN 22-3330049 | Investment Management | $1,602,298 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: JP MORGAN ASSET MANAGEMENT Service code 28 · EIN 13-3200244 | Investment Management | $1,488,839 |
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 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 9.10% | 8.85%+0.3pp | 4.95%+4.1pp | 8.85%+0.3pp |
| Employer contribution / active EE | $0 | $8,529-100.0% | $20,917-100.0% | $8,529-100.0% |
| Participant deferral / active EE | $0 | $399-100.0% | $188-100.0% | $399-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |