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 PARTNERS9+ years Service code 28 · EIN 20-2520354 | Investment Management | $421,378 |
Filed as: HANCOCK CO-INVESTMENT PARTNERS L.P. Service code 28 197 CLARENDON STREET · BOSTON, MA 02116 | Investment Management | $324,206 |
BAIRD INSURANCE SERVICES INC9+ years Filed as: BAIRD CAPITAL Service code 28 227 WEST MONROE STREET · CHICAGO, IL 60606 | Investment Management | $313,267 |
BSEP6 years Service code 28 · EIN 43-1214776 | Investment Management | $232,739 |
JPMORGAN INVEST HOLDINGS LLC9+ years Filed as: JP MORGAN CHASE BANK Service code 28 1 CHASE MANHATTAN PLAZA · NEW YORK, NY 10005 | Investment Management | $231,076 |
PINEBRIDGE STRUCTURED2 years Filed as: PINEBRIDGE - LIMITED PARTNERSHIP Service code 27 C/O PINEBRIDGE INVESTMENTS LLC · NEW YORK, NY 102822198 | Advisory (Plan) | $168,347 |
ABC ASSOCIATES1 year Filed as: AG ABC STRUCTURED NOTE-LP Service code 27 245 PARK AVENUE · NEW YORK, NY 10167 | Advisory (Plan) | $56,450 |
SHENKMAN CAPITAL MANAGEMENT3 years Filed as: SHENKMAN CAPITAL MANAGEMENT, INC. Service code 27 · EIN 13-3280361 | Advisory (Plan) | $20,839 |
BROAD STREET4 years Service code 28 · EIN 45-5302489 | Investment Management | $5,304 |
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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 | $13,363-100.0% | $422,209-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 2.2%-2.2pp |
| Annual return | 5.98% | 8.84%-2.9pp | 12.68%-6.7pp | 9.11%-3.1pp |
| Employer contribution / active EE | $0 | $8,705-100.0% | $41,626-100.0% | $12,231-100.0% |
| Participant deferral / active EE | $0 | $127-100.0% | $96-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $10,609-100.0% | $125-100.0% |