Retirement plan

MADISON INVESTMENT EMPLOYEE STOCK OWNERSHIP PLAN

Name: MADISON INVESTMENT HOLDINGS, INC. - MADISON INVESTMENT EMPLOYEE STOCK OWNERSHIP PLAN (2017) Form 5500
Creator: MADISON INVESTMENT HOLDINGS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MADISON INVESTMENT EMPLOYEE STOCK OWNERSHIP PLAN, MADISON INVESTMENT HOLDINGS, INC.

MADISON INVESTMENT HOLDINGS, INC.EIN 39-1194160Plan #004PY 2017

550 SCIENCE DRIVE - MADISON, WI 53711608-274-0300madisoninvestments.comLinkedIn51-200 employeesinvestment management

Other plans on this EIN

1 filing

#005Retirement-$25.3M assets

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$32.5M

+11.1% from 2016

Total participants

-2.2% from 2016

Average account balance

$365,193

+13.6% from 2016

Annual return

16.90%

+6.28 pp from 2016

Benchmarks

See 7,573 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants25-99

Cohort7,573 peers

Snapshot2017

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$46.40M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$748K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+45.56%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$98348

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2H2O2Q2R2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2O
ESOP other than a leveraged ESOP
Employee stock ownership plan that is not leveraged.
2Q
ESOP maintained by an S corporation
The employer maintaining this ESOP is an S corporation.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$2.2M

$28071 / participant

Other / not subdivided$2M100.0%

% of EOY assets

6.823%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$365,193

$100,041+265.0%

$149,718+143.9%

$70,131+420.7%

Participation rate

100.0%

83.6%+16.4pp

87.1%+12.9pp

69.5%+30.5pp

Annual return

16.90%

27.43%-10.5pp

1501.67%-1484.8pp

73.14%-56.2pp

Employer contribution / active EE

$6,572

$3,662+79.5%

$5,445+20.7%

$2,342+180.6%

Participant deferral / active EE

$4,983-100.0%

$6,569-100.0%

$3,332-100.0%

Admin fee / account holder

$24,917

$8,286+200.7%

$11,283+120.8%

$4,645+436.4%

MADISON INVESTMENT EMPLOYEE STOCK OWNERSHIP PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MADISON INVESTMENT EMPLOYEE STOCK OWNERSHIP PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion