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.
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.
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.
| 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 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,367 | $106,408+98.6% | $103,464+104.3% | $106,408+98.6% |
| Participation rate | 98.7% | 69.9%+28.8pp | 80.5%+18.2pp | 69.9%+28.8pp |
| Annual return | 14.41% | 17.37%-3.0pp | 23.91%-9.5pp | 17.37%-3.0pp |
| Employer contribution / active EE | $4,449 | $3,361+32.4% | $4,677-4.9% | $3,361+32.4% |
| Participant deferral / active EE | $7,827 | $5,567+40.6% | $6,624+18.2% | $5,567+40.6% |
| Admin fee / account holder | $594 | $79+650.5% | $9,410-93.7% | $79+650.5% |