Filed July 24, 1995
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BAIRD INSURANCE SERVICES INC1+ years Filed as: BAIRD CAPITAL Service code 28 227 WEST MONROE STREET · CHICAGO, IL 60606 | Investment Management | $290,793 |
GOLDMAN SACHS1+ years Service code 28 · EIN 13-5108880 | Investment Management | $256,608 |
APAX PARTNERS1+ years Service code 28 · EIN 20-2520354 | Investment Management | $233,536 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JP MORGAN CHASE BANK Service code 28 1 CHASE MANHATTAN PLAZA · NEW YORK, NY 10005 | Investment Management | $130,378 |
AMERICAN FUNDS1+ years Filed as: OAKTREE CAPITAL GROUP Service code 28 333 SOUTH GRAND AVENUE · LOS ANGELES, CA 90071 | Investment Management | $44,319 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $23,526,138-100.0% | $846,462-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.0%0pp |
| Annual return | -0.83% | -0.09%-0.7pp | -0.81%0pp | 1.67%-2.5pp |
| Employer contribution / active EE | $0 | $11,440-100.0% | $38,425-100.0% | $10,506-100.0% |
| Participant deferral / active EE | $0 | $23-100.0% | $315-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $43,809-100.0% | $15,697-100.0% | $66,276-100.0% |