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 PARTNERS6+ years Service code 28 · EIN 20-2520354 | Investment Management | $357,978 |
BAIRD INSURANCE SERVICES INC6+ years Filed as: BAIRD CAPITAL Service code 28 227 WEST MONROE STREET · CHICAGO, IL 60606 | Investment Management | $326,086 |
Filed as: HANCOCK CO-INVESTMENT PARTNERS L.P. Service code 28 197 CLARENDON STREET · BOSTON, MA 02116 | Investment Management | $322,575 |
JPMORGAN INVEST HOLDINGS LLC6+ years Filed as: JP MORGAN CHASE BANK Service code 28 1 CHASE MANHATTAN PLAZA · NEW YORK, NY 10005 | Investment Management | $276,143 |
BSEP3 years Service code 28 · EIN 43-1214776 | Investment Management | $138,391 |
BROAD STREET1 year Service code 28 · EIN 45-5302489 | Investment Management | $117,283 |
Service code 28 · EIN 84-3522755 | Investment Management | $113,893 |
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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $373,805-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 0.0%0pp |
| Annual return | 10.14% | 9.48%+0.7pp | 9.52%+0.6pp | 12.86%-2.7pp |
| Employer contribution / active EE | $10,543 | $12,808-17.7% | $41,951-74.9% | $13,687-23.0% |
| Participant deferral / active EE | $0 | $29-100.0% | $18-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $1,512-100.0% | - |