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.
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| Provider | Service type | Compensation |
|---|---|---|
NRECA9+ years Service code 14 · EIN 53-0116145 | Plan Administrator | $24,447,849 |
T ROWE PRICE RPS INC7 years Filed as: T ROWE PRICE ASSOCIATES INC Service code 28 · EIN 52-0556948 | Investment Management | $3,655,431 |
BLACKROCK6 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $2,629,732 |
BLACKROCK3 years Filed as: BLACKROCK FINANCIAL MANAGEMENT INC Service code 28 · EIN 13-3806691 | Investment Management | $1,402,840 |
JACOBS & COMPANY3 years Filed as: JACOBS LEVY EQUITY MANAGEMENT INC Service code 28 · EIN 22-2774695 | Investment Management | $1,031,404 |
LSV ASSET MANAGEMENT8 years Service code 28 · EIN 23-2772200 | Investment Management | $1,025,906 |
Filed as: LOCKTON COMPANIES Service code 22 · EIN 20-3354970 | Insurance Broker | $827,409 |
PIMCO FUNDS7 years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $737,386 |
AMERICAN FUNDS2 years Filed as: CAPITAL INTERNATIONAL INC Service code 28 · EIN 95-4797716 | Investment Management | $735,824 |
FIS BUSINESS SYSTEMS LLC2 years Filed as: ENTERPRISE IRON FIS INC Service code 16 · EIN 24-1550013 | Consulting | $500,620 |
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 | $192,761 | $96,393+100.0% | $112,899+70.7% | $96,393+100.0% |
| Participation rate | 97.6% | 71.3%+26.3pp | 80.5%+17.1pp | 71.3%+26.3pp |
| Annual return | 18.02% | 22.88%-4.9pp | 34.11%-16.1pp | 22.88%-4.9pp |
| Employer contribution / active EE | $4,151 | $3,239+28.2% | $4,566-9.1% | $3,239+28.2% |
| Participant deferral / active EE | $7,551 | $5,455+38.4% | $6,516+15.9% | $5,455+38.4% |
| Admin fee / account holder | $560 | $74+657.9% | $7,047-92.1% | $74+657.9% |