Sunrise Police Pension Plan
Compliance Report
March 31, 2010
YES NO
TOTAL ACCOUNT
           
1. Did the total return, over the trailing 3- and 5-year periods, exceed the policy, which is comprised of 20% R1000V, 20% R1000G, 25% BCIGC, 15% BCAB A+, 10% S&P 400 & 10% R2000V? [0.43 vs. 0.78; 3.23 vs. 4.13]
2. Did the total return, lie in the top 50th percentile of the 20% Br.Lg.Cap Core, 20% Br.Lg.Value Core, 10% Br.Sm.Cap Value Core, 10% Br. Small Core 15% Br.Fixed & 25% Intmd. Fixed Universe, over 3- and 5-year periods? [64th; 88th]
3. Did the total return equal or exceed the 8.5% target rate of return over the trailing 3-year period?        [0.43]
4. Did the total return equal or exceed the 8.5% target rate of return over the trailing 5-year periods?          [3.23]
COHEN & STEERS 7/01/2008 LARGE CAP VALUE EQUITY
1. Did the equity return, over the trailing 3- and 5- year and periods, exceed the R1000 Value policy?                              [Inception: -6.78 vs. -3.83]
2. Did the equity return, over the trailing 5-year period, lie in the top 50th percentile of the Br. Lg. Cap Value Core Equity Universe? [1-Year: 100th]
3. Is the amount invested in any one issuing company less than or equal to 5% of the Manager's total fund?
4. Is the aggregate investment in any one company less than or equal to 5% of the outstanding shares of the company?
BUCKHEAD SMALL CAP VALUE EQUITY
1. Did the equity return, over the trailing 3- and 5-year periods, exceed the R2000V?                                 [-6.31 vs -5.71;  0.92 vs. 2.75]
2. Did the equity return, over the trailing 3-year period, lie in the top 50th percentile of the Broad Small Cap Value Core Universe? [100th]
3. Is the amount invested in any one issuing company less than 5% of the Manager's total fund?
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