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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NRECA4+ years Service code 14 · EIN 53-0116145 | Plan Administrator | $20,117,933 |
T ROWE PRICE RPS INC2 years Filed as: T ROWE PRICE ASSOCIATES INC Service code 28 · EIN 52-0556948 | Investment Management | $2,489,807 |
BLACKROCK1 year Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $2,230,159 |
FIS BUSINESS SYSTEMS LLC3 years Service code 16 · EIN 51-0267091 | Consulting | $787,352 |
AMERICAN FUNDS4+ years Filed as: CAPITAL GUARDIAN TRUST COMPANY Service code 28 · EIN 95-6597294 | Investment Management | $743,830 |
LSV ASSET MANAGEMENT3 years Service code 28 · EIN 23-2772200 | Investment Management | $718,387 |
ENTERPRISE BANK & TRUST4+ years Filed as: ENTERPRISE IRON FINANCIAL INDUSTRY Service code 16 · EIN 24-1550013 | Consulting | $501,708 |
PIMCO FUNDS2 years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $474,146 |
MODIS4+ years Service code 16 · EIN 65-0000600 | Consulting | $398,145 |
Filed as: LOCKTON COMPANIES Service code 22 · EIN 20-3354970 | Insurance Broker | $376,490 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
Sign up free to preview 4 reportable transactions
Free accounts unlock saves, downloads, and 3-year history.
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 | $145,860 | $73,367+98.8% | $90,782+60.7% | $73,367+98.8% |
| Participation rate | 95.0% | 69.5%+25.5pp | 82.7%+12.3pp | 69.5%+25.5pp |
| Annual return | -3.08% | 173.45%-176.5pp | -3.42%+0.3pp | 173.45%-176.5pp |
| Employer contribution / active EE | $2,954 | $2,499+18.2% | $4,105-28.0% | $2,499+18.2% |
| Participant deferral / active EE | $5,596 | $4,033+38.8% | $5,366+4.3% | $4,033+38.8% |
| Admin fee / account holder | $463 | $68+576.6% | $5,908-92.2% | $68+576.6% |