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 PARTNERS7+ years Service code 28 · EIN 20-2520354 | Investment Management | $806,731 |
BAIRD INSURANCE SERVICES INC7+ years Filed as: BAIRD CAPITAL Service code 28 227 WEST MONROE STREET · CHICAGO, IL 60606 | Investment Management | $456,955 |
Filed as: HANCOCK CO-INVESTMENT PARTNERS L.P. Service code 28 197 CLARENDON STREET · BOSTON, MA 02116 | Investment Management | $370,650 |
JPMORGAN INVEST HOLDINGS LLC7+ years Filed as: JP MORGAN CHASE BANK Service code 28 1 CHASE MANHATTAN PLAZA · NEW YORK, NY 10005 | Investment Management | $244,330 |
BSEP4 years Service code 28 · EIN 43-1214776 | Investment Management | $140,967 |
BROAD STREET2 years Service code 28 · EIN 45-5302489 | Investment Management | $82,374 |
Filed as: SHENKMAN CAPITAL MANAGEMENT, INC. Service code 27 · EIN 13-3280361 | Advisory (Plan) | $25,385 |
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $204,024 | $204,0240% | $454,052-55.1% | $444,552-54.1% |
| Participation rate | 100.0% | 10.0%+90.0pp | 18.4%+81.6pp | 3.7%+96.3pp |
| Annual return | 10.46% | 12.07%-1.6pp | 8.95%+1.5pp | 15.63%-5.2pp |
| Employer contribution / active EE | $0 | $9,481-100.0% | $46,559-100.0% | $11,476-100.0% |
| Participant deferral / active EE | $0 | $26-100.0% | $131-100.0% | $1,127-100.0% |
| Admin fee / account holder | $561 | $5610% | $19,831-97.2% | $429+30.7% |