Retirement plan

THE SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC DEFINED CONTRIBUTION PLAN

Name: SAVANNAH RIVER NUCLEAR SOLUTIONS SOLUTIONS, LLC - THE SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC DEFINED CONTRIBUTION PLAN (2017) Form 5500
Creator: SAVANNAH RIVER NUCLEAR SOLUTIONS SOLUTIONS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC DEFINED CONTRIBUTION PLAN, SAVANNAH RIVER NUCLEAR SOLUTIONS SOLUTIONS, LLC

SAVANNAH RIVER NUCLEAR SOLUTIONS SOLUTIONS, LLCEIN 32-0255508Plan #334PY 2017

BENEFITS AND PAYROLL ACCOUNTING, BUILDING 730-1B ROOM 1145 - AIKEN, SC 29808803-952-5706savannahrivernuclearsolutions.comLinkedIn5001-10000 employeesgovernment relations

Prospect flagsLow returnsCorrective distributions

How to read this page

Total assets (EOY)

$2062.1M

+11.0% from 2016

Total participants

9,524

+2.9% from 2016

Average account balance

$220,354

+7.5% from 2016

Annual return

13.46%

+7.65 pp from 2016

Benchmarks

See 95 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants5,000-9,999

Cohort95 peers

Snapshot2017

See peer percentile detail. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$2.83B

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$219K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

12,898

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

99.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$191.82M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+14.33%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$52

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

Service providers

Top 4 by compensation

Provider	Service type	Compensation
FINANCIAL ENGINES3+ years Service code 26 1804 EMBARCADERO ROAD · PALO ALTO, CA 94303	Advisory (Participants)	$978,515
MERCER3+ years Filed as: MERCER HR SERVICES, LLC Service code 15 · EIN 20-1932099	Recordkeeping	$553,061
TRANSAMERICA RETIREMENT SOLUTIONS1 year Service code 12 · EIN 13-3689044	Recordkeeping and information managem...	$382,049
NATIONAL FINANCIAL SERVICES1 year Service code 33 · EIN 04-3523567	Securities brokerage; Securities brok...	$0

Plan features & details

Pension benefit codes2E2F2G2J2K2S2T3H

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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$1.4M

$213 / participant

Investment mgmt$979K69.6%
Other / not subdivided$426K30.4%

% of EOY assets

0.068%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.

Auditor firm: ELLIOTT DAVIS
Auditor EIN: 570381582
Audit fees: (not subdivided)
Opinion code: Disclaimer

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$220,354

$100,589+119.1%

$136,294+61.7%

$177,276+24.3%

Participation rate

97.5%

77.4%+20.0pp

81.9%+15.6pp

74.8%+22.6pp

Annual return

13.46%

39.18%-25.7pp

5155.94%-5142.5pp

21.25%-7.8pp

Employer contribution / active EE

$4,126

$3,259+26.6%

$4,695-12.1%

$2,479+66.4%

Participant deferral / active EE

$8,743

$5,830+50.0%

$6,247+40.0%

$3,881+125.3%

Admin fee / account holder

$150

$55+174.4%

$9,243-98.4%

$154-2.6%

Provider

Service type

Compensation

FINANCIAL ENGINES3+ years

Service code 26

1804 EMBARCADERO ROAD · PALO ALTO, CA 94303

Advisory (Participants)

$978,515

MERCER3+ years

Filed as: MERCER HR SERVICES, LLC

Service code 15 · EIN 20-1932099

Recordkeeping

$553,061

TRANSAMERICA RETIREMENT SOLUTIONS1 year

Service code 12 · EIN 13-3689044

Recordkeeping and information managem...

$382,049

NATIONAL FINANCIAL SERVICES1 year

Service code 33 · EIN 04-3523567

Securities brokerage; Securities brok...

THE SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC DEFINED CONTRIBUTION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC DEFINED CONTRIBUTION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion