Filed January 1, 2012
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
NRECA10+ years Service code 14 · EIN 53-0116145 | Plan Administrator | $26,188,572 |
T ROWE PRICE RPS INC8 years Filed as: T ROWE PRICE ASSOCIATES INC Service code 28 · EIN 52-0556948 | Investment Management | $5,055,832 |
BLACKROCK7 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $3,217,495 |
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 16 · EIN 04-3516284 | Consulting | $1,843,033 |
BLACKROCK4 years Filed as: BLACKROCK FINANCIAL MANAGEMENT INC Service code 28 · EIN 13-3806691 | Investment Management | $1,597,342 |
JACOBS & COMPANY4 years Filed as: JACOBS LEVY EQUITY MANAGEMENT INC Service code 28 · EIN 22-2774695 | Investment Management | $1,139,434 |
DECISIONPATH CONSULTING9 years Service code 16 · EIN 54-1059055 | Consulting | $908,992 |
Filed as: LOCKTON COMPANIES Service code 22 · EIN 20-3354970 | Insurance Broker | $869,500 |
AMERICAN FUNDS3 years Filed as: CAPITAL INTERNATIONAL INC Service code 28 · EIN 95-4797716 | Investment Management | $819,264 |
LSV ASSET MANAGEMENT9 years Service code 28 · EIN 23-2772200 | Investment Management | $733,243 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,367 | $106,553+98.4% | $103,065+105.1% | $106,553+98.4% |
| Participation rate | 98.7% | 69.8%+28.9pp | 80.6%+18.1pp | 69.8%+28.9pp |
| Annual return | 14.41% | 17.37%-3.0pp | 23.95%-9.5pp | 17.37%-3.0pp |
| Employer contribution / active EE | $4,449 | $3,359+32.5% | $4,675-4.8% | $3,359+32.5% |
| Participant deferral / active EE | $7,827 | $5,562+40.7% | $6,625+18.1% | $5,562+40.7% |
| Admin fee / account holder | $594 | $80+645.9% | $9,349-93.6% | $80+645.9% |