PlanOptica
Retirement plan

IDAHO NATIONAL LABORATORY EMPLOYEE RETIREMENT PLAN

BATTELLE ENERGY ALLIANCE, LLCEIN 68-0588324Plan #002PY 2018
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PO BOX 1625 - IDAHO FALLS, ID 834153112208-526-3472LinkedIn1001-5000 employeesresearch
Other plans on this EIN
1 filing
#001Retirement-$1.56B assets
Prospect flagsHigh retiree %Low participationLow participant contribution

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(208) 526-3472
Plan administrator signer
DAVID SEARLE
Signed 07/12/2019
How to read this page

Summary metrics

Total assets (EOY)
$1783.9M
-6.9% from 2017
Total participants
8,351
+1.4% from 2017
Average account balance
$0
No prior year
Annual return
7.79%
+8.45 pp from 2017

Benchmarks

See 30 peers
Peer group
Industry54 - Professional, Scientific, and Technical Services
Plan typeDefined benefit
Participants1,000-4,999
Cohort30 peers
Snapshot2018
Participant deferral / active EE
$0
median $1,709
Employer contribution / active EE
$35,269
median $14,837
Participation rate
0.0%
median 0.0%
Avg account balance
$0
median $5,379,476
Admin fee / account holder
$0
median $4,675
Annual return
7.79%
median -4.10%
Overall peer rank
38th percentileavg across 6 metrics

Analytics

2016 - 2024
Total assets (EOY)
Plan-year ending balance
$2.11B
Average account balance
Total assets / participants with a balance (line 6g)
$283K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
6,532
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
0.0%
Contributions (total)
Employer and participant dollars contributed each year
$12.00M
Contributions per participant
Average employer and participant contribution per enrolled participant
$13K
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+22.65%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$0
Asset composition
Cash / stocks / bonds / mutual funds / real estate / loans over time
  • Mutual / pooled
  • Stocks
  • Bonds
  • Cash
  • Real estate
  • Loans

Service providers

Top 10 of 19 by compensation
ProviderService typeCompensation
PACIFIC INVESTMENT MANAGEMENT CO3+ years
Service code 28 · EIN 33-0629048
Investment Management
$984,091
SANDS CAPITAL MANAGEMENT, LLC3+ years
Service code 28 · EIN 20-2830751
Investment Management
$877,131
FISHER INVESTMENTS, INC.3+ years
Service code 28 · EIN 94-3029777
Investment Management
$723,405
JENNISON ASSOCIATES, LLC3+ years
Service code 28 · EIN 52-2069785
Investment Management
$717,037
PIER CAPITAL, LLC3+ years
Service code 28 · EIN 86-1105603
Investment Management
$659,237
NORTHERN TRUST COMPANY3+ years
Service code 24 · EIN 36-1561860
Discretionary Trustee
$646,628
EARNEST PARTNERS3+ years
Service code 28 · EIN 58-2386669
Investment Management
$518,003
JP MORGAN STRATEGIC3+ years
Service code 28 · EIN 13-6038770
Investment Management
$504,744
BARROW HANLEY MEWHINNEY & STRAUSS3+ years
Service code 28 · EIN 75-2403190
Investment Management
$403,601
QUANTITATIVE MANAGEMENT ASSOCIATES3+ years
Service code 28 · EIN 33-1077887
Investment Management
$387,991

Enrolled actuary

1 attachment
SB

LEE GOLD, ASA, EA, MAAA

MERCER
Enrollment #1705519
1225 17TH STREET
SUITE 1300
DENVER, CO 80202
(303) 376-0800
Signed 2019-06-26

Plan features & details

Pension benefit codes1A3H
Plan features
  • 1A
    Benefits are primarily pay related
    Benefits under the plan are primarily determined with reference to a participant's pay (e.g. final-average-pay formula).
  • 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

3 tripped
  • OpportunityLow participation

    Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

  • OpportunityLow participant contribution

    Participant contribution per participant is in the bottom quintile of the peer cohort.

  • InformationalHigh retiree %

    Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.

Expense breakdown

Schedule H Part II
Admin total
$8.3M
$4504 / participant
  • Investment mgmt$6M73.4%
  • Contract admin$317K3.8%
  • Other / not subdivided$2M22.8%
% of EOY assets
0.465%
all-in expense ratio
Categories reported
2 / 9
subdivided buckets used

Audit opinion

Schedule H Part III
Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

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