Retirement plan

NUCLEAR ENERGY INSTITUTE, INC. EMPLOYEES SAVINGS PLAN

Name: NUCLEAR ENERGY INSTITUTE, INC. - NUCLEAR ENERGY INSTITUTE, INC. EMPLOYEES SAVINGS PLAN (2023) Form 5500
Creator: NUCLEAR ENERGY INSTITUTE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NUCLEAR ENERGY INSTITUTE, INC. EMPLOYEES SAVINGS PLAN, NUCLEAR ENERGY INSTITUTE, INC.

NUCLEAR ENERGY INSTITUTE, INC.EIN 52-1209124Plan #002PY 2023

1201 F STREET NW, SUITE 1100 - WASHINGTON, DC 20004202-739-8000nei.orgLinkedIn51-200 employeespublic policy

Other plans on this EIN

1 filing

#001Retirement-$56.6M assets

Prospect flagsHigh assets / participantFailed to transmit contributions

Top hat statement on fileNQDC

Filed August 1, 2016 (most recent of 2 filings on file)

Plan administrator

Plan administrator name— Sign in and upgrade to view

1201 F Street, NW, Suite 1100

Washington State: DC Zip Code: 20004

Email— Sign in and upgrade to view Phone— Sign in and upgrade to view

Plans declared (1)

Nuclear Energy Institute Non-Qualified Deferred Compensation Plan1 emp

Open the filing PDF

How to read this page

Total assets (EOY)

$46M

+14.5% from 2022

Total participants

144

-4.0% from 2022

Average account balance

$321,699

+20.1% from 2022

Annual return

15.56%

+29.84 pp from 2022

Benchmarks

See 9,806 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort9,806 peers

Snapshot2023

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$55.69M

Not enough data

1 years with asset history on file

Average account balance

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

$395K

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.

141

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.

98.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.85M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$37K

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

+22.24%

Not enough data

1 years with return on file

Admin fee / account holder

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

$114

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

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 4 by compensation

Provider	Service type	Compensation
JOHN HANCOCK LIFE INSURANCE COMPANY3 years Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346	Recordkeeping	$5,451
AMERICAN UNITED LIFE INSURANCE CO1 year Filed as: ONEAMERICA RETIREMENT SERVICES Service code 15 · EIN 46-5378846	Recordkeeping	$225
MATRIX TRUST COMPANY1 year Service code 18 · EIN 75-3182674	Float revenue; Trustee (directed); Ot...	$0
JP MORGAN INVESTMENT MANAGEMENT INC9+ years Filed as: NEW YORK LIFE INSURANCE COMPANY Service code 27 10480 LITTLE PAWTUXENT PKWY · COLUMBIA, MD 21044	Advisory (Plan)	$0

Plan features & details

Pension benefit codes2E2G2J2K2R2S2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

2 tripped

ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$7K

$68 / participant

Contract admin$7K100.0%

% of EOY assets

0.014%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: CARON & BLETZER, PLLC
Auditor EIN: 043499945
Audit fees: $0
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$321,699

$57,330+461.1%

$86,656+271.2%

$75,177+327.9%

Participation rate

99.0%

63.2%+35.8pp

71.7%+27.3pp

67.2%+31.8pp

Annual return

15.56%

2675.40%-2659.8pp

593.09%-577.5pp

160.75%-145.2pp

Employer contribution / active EE

$17,543

$2,316+657.4%

$3,025+479.9%

$2,671+556.8%

Participant deferral / active EE

$15,997

$3,320+381.8%

$4,439+260.4%

$4,126+287.7%

Admin fee / account holder

$46

$4,115-98.9%

$5,619-99.2%

$5,651-99.2%

Provider

Service type

Compensation

JOHN HANCOCK LIFE INSURANCE COMPANY3 years

Filed as: JOHN HANCOCK

Service code 15 · EIN 01-0233346

Recordkeeping

$5,451

AMERICAN UNITED LIFE INSURANCE CO1 year

Filed as: ONEAMERICA RETIREMENT SERVICES

Service code 15 · EIN 46-5378846

Recordkeeping

$225

MATRIX TRUST COMPANY1 year

Service code 18 · EIN 75-3182674

Float revenue; Trustee (directed); Ot...

JP MORGAN INVESTMENT MANAGEMENT INC9+ years

Filed as: NEW YORK LIFE INSURANCE COMPANY

Service code 27

10480 LITTLE PAWTUXENT PKWY · COLUMBIA, MD 21044

Advisory (Plan)

NUCLEAR ENERGY INSTITUTE, INC. EMPLOYEES SAVINGS PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NUCLEAR ENERGY INSTITUTE, INC. EMPLOYEES SAVINGS PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

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