PlanOptica
Retirement plan

IDAHO NATIONAL LABORATORY EMPLOYEE INVESTMENT PLAN

BATTELLE ENERGY ALLIANCE, LLC AND FLUOR IDAHO, LLCEIN 68-0588324Plan #001PY 2018
Sign in to saveView 5500 PDF
PO BOX 1625 - IDAHO FALLS, ID 834153596208-526-0067LinkedIn1001-5000 employeesresearch
Other plans on this EIN
1 filing
#002Retirement-$1.78B assets
Prospect flagsCorrective distributions

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(208) 526-0067
Plan administrator signer
DAVID SEARLE
Signed 07/11/2019
Plan administrator entity
PLAN ADMINISTRATION COMMITTEE
EIN 680588324
How to read this page

Summary metrics

Total assets (EOY)
$1562.4M
-9.2% from 2017
Total participants
6,973
-11.4% from 2017
Average account balance
$226,309
+1.2% from 2017
Annual return
10.49%
-3.24 pp from 2017

Benchmarks

See 688 peers
Peer group
Industry54 - Professional, Scientific, and Technical Services
Plan typeDefined contribution
Participants1,000-4,999
Cohort688 peers
Snapshot2018
Participant deferral / active EE
$9,748
median $6,360
Employer contribution / active EE
$6,473
median $2,151
Participation rate
98.6%
median 88.8%
Avg account balance
$226,309
median $64,982
Admin fee / account holder
$152
median $68
Annual return
10.49%
median -4.01%
Overall peer rank
73rd percentileavg across 6 metrics

Analytics

2016 - 2024
Total assets (EOY)
Plan-year ending balance
$2.32B
Average account balance
Total assets / participants with a balance (line 6g)
$262K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
8,874
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
98.3%
Contributions (total)
Employer and participant dollars contributed each year
$145.62M
Contributions per participant
Average employer and participant contribution per enrolled participant
$22K
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+23.28%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$110
Asset composition
Cash / stocks / bonds / mutual funds / real estate / loans over time
  • Mutual / pooled
  • Stocks
  • Bonds
  • Cash
  • Real estate
  • Loans

Service providers

Top 7 by compensation
ProviderService typeCompensation
THE VANGUARD GROUP, INC.3+ years
Service code 15 · EIN 23-1945930
Recordkeeping
$689,822
BATELLE ENERGY ALLIANCE LLC1 year
Service code 10 · EIN 31-4379427
Accounting
$161,148
KILPATRICK TOWNSEND1 year
Service code 29 · EIN 58-0511774
Legal
$79,208
AON HEWITT INVESTMENT CONSULTING1 year
Service code 16 · EIN 36-3109431
Consulting
$60,000
FLUOR IDAHO, LLC1 year
Service code 23 · EIN 45-2724914
Insurance services
$57,592
RUDD AND COMPANY3+ years
Service code 10 · EIN 82-0467399
Accounting
$17,546
THE VANGUARD GROUP, INC1 year
Service code 99
Other Fees
$0

Plan features & details

Pension benefit codes2E2F2G2J2K2T3H
Plan features
  • 2E
    Profit-sharing
    Profit-sharing plan.
  • 2F
    ERISA section 404(c) plan
    This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
  • 2G
    Total participant-directed account plan
    Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 2J
    Code section 401(k) feature
    Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
  • 2K
    Code section 401(m) arrangement
    Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
  • 2T
    Default investment account
    Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
  • 3H
    Controlled group member
    Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped
  • ComplianceCorrective distributions

    Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II
Admin total
$1.0M
$211 / participant
  • Other / not subdivided$1M100.0%
% of EOY assets
0.067%
all-in expense ratio
Categories reported
0 / 9
subdivided buckets used

Audit opinion

Schedule H Part III
Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm
WIPFLI, LLP
Auditor EIN
390758449
Audit fees
(not subdivided)
Opinion code
Disclaimer