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 |
|---|---|---|
NRECA6+ years Service code 14 · EIN 53-0116145 | Plan Administrator | $23,133,032 |
T ROWE PRICE RPS INC4 years Filed as: T ROWE PRICE ASSOCIATES INC Service code 28 · EIN 52-0556948 | Investment Management | $3,320,341 |
BLACKROCK3 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $2,230,180 |
FIS BUSINESS SYSTEMS LLC5 years Service code 16 · EIN 51-0267091 | Consulting | $1,017,890 |
AMERICAN FUNDS6+ years Filed as: CAPITAL GUARDIAN TRUST COMPANY Service code 28 · EIN 95-6597294 | Investment Management | $922,918 |
LSV ASSET MANAGEMENT5 years Service code 28 · EIN 23-2772200 | Investment Management | $686,615 |
Filed as: LOCKTON COMPANIES Service code 22 · EIN 20-3354970 | Insurance Broker | $624,741 |
PIMCO FUNDS4 years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $595,113 |
EXPERIS IT SERVICES US LLC6+ years Service code 16 · EIN 75-1300240 | Consulting | $593,584 |
DECISIONPATH CONSULTING5 years Service code 16 · EIN 54-1059055 | Consulting | $462,575 |
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 | $189,599 | $106,222+78.5% | $112,977+67.8% | $106,222+78.5% |
| Participation rate | 95.4% | 70.8%+24.6pp | 82.6%+12.8pp | 70.8%+24.6pp |
| Annual return | 14.17% | 21.69%-7.5pp | 24.24%-10.1pp | 21.69%-7.5pp |
| Employer contribution / active EE | $3,370 | $2,723+23.8% | $4,255-20.8% | $2,723+23.8% |
| Participant deferral / active EE | $6,342 | $4,600+37.9% | $5,836+8.7% | $4,600+37.9% |
| Admin fee / account holder | $526 | $78+571.2% | $6,294-91.6% | $78+571.2% |