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.
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| Provider | Service type | Compensation |
|---|---|---|
APAX PARTNERS5+ years Service code 28 · EIN 20-2520354 | Investment Management | $1,239,443 |
BAIRD INSURANCE SERVICES INC5+ years Filed as: BAIRD CAPITAL Service code 28 227 WEST MONROE STREET · CHICAGO, IL 60606 | Investment Management | $548,509 |
JPMORGAN INVEST HOLDINGS LLC5+ years Filed as: JP MORGAN CHASE BANK Service code 28 1 CHASE MANHATTAN PLAZA · NEW YORK, NY 10005 | Investment Management | $280,925 |
Filed as: HANCOCK CO-INVESTMENT PARTNERS L.P. Service code 28 197 CLARENDON STREET · BOSTON, MA 02116 | Investment Management | $165,736 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $341,093,897-100.0% | $568,132-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | 12.54% | 14.29%-1.7pp | 14.64%-2.1pp | 21.83%-9.3pp |
| Employer contribution / active EE | $0 | $12,083-100.0% | $41,831-100.0% | $12,237-100.0% |
| Participant deferral / active EE | $0 | $70-100.0% | $200-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $36,942-100.0% | $1,551,325-100.0% |