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 |
|---|---|---|
NRECA8+ years Service code 14 · EIN 53-0116145 | Plan Administrator | $23,200,318 |
T ROWE PRICE RPS INC6 years Filed as: T ROWE PRICE ASSOCIATES INC Service code 28 · EIN 52-0556948 | Investment Management | $3,124,195 |
BLACKROCK5 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $2,577,787 |
BLACKROCK2 years Filed as: BLACKROCK FINANCIAL MANAGEMENT INC Service code 28 · EIN 13-3806691 | Investment Management | $1,306,198 |
Filed as: JACOBS LEVY EQUITY MANAGEMENT INC Service code 28 · EIN 22-2774695 | Investment Management | $975,187 |
LSV ASSET MANAGEMENT7 years Service code 28 · EIN 23-2772200 | Investment Management | $946,427 |
Filed as: LOCKTON COMPANIES Service code 22 · EIN 20-3354970 | Insurance Broker | $811,019 |
PIMCO FUNDS6 years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $757,834 |
FIS BUSINESS SYSTEMS LLC1 year Filed as: FIS CAPITAL MARKETS LLC Service code 28 · EIN 51-0267091 | Investment Management | $753,190 |
AMERICAN FUNDS1 year Filed as: CAPITAL INTERNATIONAL INC Service code 28 · EIN 95-4797716 | Investment Management | $660,846 |
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 | $169,302 | $89,394+89.4% | $93,789+80.5% | $89,394+89.4% |
| Participation rate | 97.8% | 71.3%+26.5pp | 81.0%+16.8pp | 71.3%+26.5pp |
| Annual return | -12.92% | -11.89%-1.0pp | -11.33%-1.6pp | -11.89%-1.0pp |
| Employer contribution / active EE | $3,794 | $3,022+25.6% | $4,323-12.2% | $3,022+25.6% |
| Participant deferral / active EE | $7,129 | $5,123+39.1% | $6,094+17.0% | $5,123+39.1% |
| Admin fee / account holder | $528 | $79+564.9% | $7,195-92.7% | $79+564.9% |