Retirement plan

MADISON INVESTMENT PROFIT SHARING PLAN

Name: MADISON INVESTMENT HOLDINGS, INC. - MADISON INVESTMENT PROFIT SHARING PLAN (2021) 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 2021

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

Other plans on this EIN

1 filing

#004Retirement-$43.2M assets

Prospect flagsHigh feesHigh assets / participantRecently reached 100 employees

How to read this page

Total assets (EOY)

$35.1M

+22.6% from 2020

Total participants

105

+7.1% from 2020

Average account balance

$341,140

+13.0% from 2020

Annual return

18.00%

+6.90 pp from 2020

Benchmarks

See 7,182 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants25-99

Cohort7,182 peers

Snapshot2021

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

3 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalRecently reached 100 employees
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$1.5M

$16971 / participant

Other / not subdivided$2M100.0%

% of EOY assets

4.298%

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

$341,140

$137,414+148.3%

$189,545+80.0%

$85,851+297.4%

Participation rate

97.8%

84.6%+13.1pp

87.8%+9.9pp

69.3%+28.4pp

Annual return

18.00%

38.14%-20.1pp

555.36%-537.4pp

318.63%-300.6pp

Employer contribution / active EE

$18,702

$4,344+330.5%

$6,162+203.5%

$2,565+629.0%

Participant deferral / active EE

$12,811

$6,260+104.7%

$8,220+55.8%

$3,952+224.1%

Admin fee / account holder

$14,664

$8,630+69.9%

$12,049+21.7%

$6,261+134.2%

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