Retirement plan

SAVINGS PROGRAM FOR EMPLOYEES OF CONSOLIDATED NUCLEAR SECURITY, LLC AT THE U.S. DEPARTMENT OF ENERGY FACILITIES AT OAK RIDGE, TENNESSEE

Name: CONSOLIDATED NUCLEAR SECURITY, LLC - SAVINGS PROGRAM FOR EMPLOYEES OF CONSOLIDATED NUCLEAR SECURITY, LLC AT THE U.S. DEPARTMENT OF ENERGY FACILITIES AT OAK RIDGE, TENNESSEE (2019) Form 5500
Creator: CONSOLIDATED NUCLEAR SECURITY, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SAVINGS PROGRAM FOR EMPLOYEES OF CONSOLIDATED NUCLEAR SECURITY, LLC AT THE U.S. DEPARTMENT OF ENERGY FACILITIES AT OAK RIDGE, TENNESSEE, CONSOLIDATED NUCLEAR SECURITY, LLC

CONSOLIDATED NUCLEAR SECURITY, LLCEIN 45-4482782Plan #009PY 2019

P.O. BOX 2115 - OAK RIDGE, TN 378318258865-574-1500cns-llc.usLinkedIn5001-10000 employees

Other plans on this EIN

6 filings

#001Retirement-$2.29B assets #010Retirement-$423.9M assets #013Retirement-$399.8M assets #012Retirement-$255.2M assets #002Retirement-$244.4M assets #008Retirement-$81.8M assets

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$984.3M

+17.3% from 2018

Total participants

6,463

+5.1% from 2018

Average account balance

$160,783

+10.7% from 2018

Annual return

17.19%

+20.61 pp from 2018

Benchmarks

See 118 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants5,000-9,999

Cohort118 peers

Snapshot2019

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

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Analytics

Total assets (EOY)

Plan-year ending balance

$1.49B

Not enough data

1 years with asset history on file

Average account balance

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

$182K

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.

8,197

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.

96.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$114.28M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+12.94%

Not enough data

1 years with return on file

Admin fee / account holder

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

$122

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.

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Service providers

Top 1 by compensation

Provider	Service type	Compensation
STATE STREET GLOBAL ADVISORS1 year Service code 28 · EIN 81-4017137 1 IRON STREET · BOSTON, MA 02210	Investment Management	$552,097

Plan features & details

Pension benefit codes2E2F2G2J2K2S2T

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.

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$552K

$107 / participant

Other / not subdivided$552K100.0%

% of EOY assets

0.056%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: PUGH & COMPANY, P.C. DBA PUGH CPAS
Auditor EIN: 621142155
Audit fees: (not subdivided)
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$160,783

$117,238+37.1%

$87,100+84.6%

$82,204+95.6%

Participation rate

93.4%

87.2%+6.1pp

76.9%+16.5pp

73.4%+20.0pp

Annual return

17.19%

25.80%-8.6pp

28.19%-11.0pp

26.31%-9.1pp

Employer contribution / active EE

$4,163

$3,535+17.8%

$2,521+65.1%

$2,707+53.8%

Participant deferral / active EE

$8,172

$5,976+36.7%

$4,049+101.8%

$4,246+92.5%

Admin fee / account holder

$90

$81+10.9%

$7,497-98.8%

$76+19.3%

Provider

Service type

Compensation

STATE STREET GLOBAL ADVISORS1 year

Service code 28 · EIN 81-4017137

1 IRON STREET · BOSTON, MA 02210

Investment Management

$552,097

SAVINGS PROGRAM FOR EMPLOYEES OF CONSOLIDATED NUCLEAR SECURITY, LLC AT THE U.S. DEPARTMENT OF ENERGY FACILITIES AT OAK RIDGE, TENNESSEE

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SAVINGS PROGRAM FOR EMPLOYEES OF CONSOLIDATED NUCLEAR SECURITY, LLC AT THE U.S. DEPARTMENT OF ENERGY FACILITIES AT OAK RIDGE, TENNESSEE

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