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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
NRECA5+ years Service code 14 · EIN 53-0116145 | Plan Administrator | $22,276,401 |
T ROWE PRICE RPS INC3 years Filed as: T ROWE PRICE ASSOCIATES INC Service code 28 · EIN 52-0556948 | Investment Management | $2,894,326 |
BLACKROCK2 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $2,456,608 |
FIS BUSINESS SYSTEMS LLC4 years Service code 16 · EIN 51-0267091 | Consulting | $1,458,336 |
AMERICAN FUNDS5+ years Filed as: CAPITAL GUARDIAN TRUST COMPANY Service code 28 · EIN 95-6597294 | Investment Management | $852,747 |
LSV ASSET MANAGEMENT4 years Service code 28 · EIN 23-2772200 | Investment Management | $761,662 |
Filed as: EXPERIS IT SERVICES Service code 16 · EIN 75-1300240 | Consulting | $568,502 |
ENTERPRISE BANK & TRUST5+ years Filed as: ENTERPRISE IRON FINANCIAL INDUSTRY Service code 16 · EIN 24-1550013 | Consulting | $511,427 |
PIMCO FUNDS3 years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $509,086 |
Filed as: LOCKTON COMPANIES Service code 22 · EIN 20-3354970 | Insurance Broker | $492,415 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 2 reportable transactions with Solo.
Solo shows the counterparty names, addresses and amounts for each reportable transaction. $4.99 for your first month, then $34.99 a month. Cancel any time.
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 | $171,698 | $89,569+91.7% | $105,387+62.9% | $89,569+91.7% |
| Participation rate | 95.8% | 69.6%+26.2pp | 82.6%+13.2pp | 69.6%+26.2pp |
| Annual return | 22.69% | 34.56%-11.9pp | 26.82%-4.1pp | 34.56%-11.9pp |
| Employer contribution / active EE | $3,140 | $2,584+21.5% | $4,213-25.5% | $2,584+21.5% |
| Participant deferral / active EE | $5,948 | $4,220+40.9% | $5,502+8.1% | $4,220+40.9% |
| Admin fee / account holder | $504 | $72+604.3% | $6,559-92.3% | $72+604.3% |