Retirement plan

MADISON INVESTMENT PROFIT SHARING PLAN

Name: MADISON INVESTMENT HOLDINGS, INC. - MADISON INVESTMENT PROFIT SHARING PLAN (2020) Form 5500
Creator: MADISON INVESTMENT HOLDINGS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MADISON INVESTMENT PROFIT SHARING PLAN, MADISON INVESTMENT HOLDINGS, INC.

MADISON INVESTMENT HOLDINGS, INC.EIN 39-1194160Plan #005PY 2020

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

Other plans on this EIN

1 filing

#004Retirement-$39.7M assets

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$28.7M

+1.1% from 2019

Total participants

-2.0% from 2019

Average account balance

$301,806

+6.4% from 2019

Annual return

11.10%

-10.56 pp from 2019

Benchmarks

See 7,209 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants25-99

Cohort7,209 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$38.64M

Not enough data

1 years with asset history on file

Average account balance

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

$371K

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.

104

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.

115.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.19M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$35K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+9.61%

Not enough data

1 years with return on file

Admin fee / account holder

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

$39146

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 codes2E2G2J2R2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
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

$4.5M

$57062 / participant

Other / not subdivided$5M100.0%

% of EOY assets

15.722%

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

$301,806

$123,793+143.8%

$177,848+69.7%

$79,856+277.9%

Participation rate

96.2%

84.7%+11.5pp

87.7%+8.5pp

69.6%+26.6pp

Annual return

11.10%

22.82%-11.7pp

48.33%-37.2pp

31.71%-20.6pp

Employer contribution / active EE

$8,202

$4,095+100.3%

$5,919+38.6%

$2,471+231.9%

Participant deferral / active EE

$12,802

$5,956+114.9%

$7,714+66.0%

$3,741+242.2%

Admin fee / account holder

$47,451

$7,243+555.2%

$12,431+281.7%

$5,306+794.2%

MADISON INVESTMENT PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MADISON INVESTMENT PROFIT SHARING 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