Retirement plan

IDAHO NATIONAL LABORATORY EMPLOYEE INVESTMENT PLAN

Name: BATTELLE ENERGY ALLIANCE, LLC AND IDAHO ENVIRONMENTAL COALITION, LLC - IDAHO NATIONAL LABORATORY EMPLOYEE INVESTMENT PLAN (2024) Form 5500
Creator: BATTELLE ENERGY ALLIANCE, LLC AND IDAHO ENVIRONMENTAL COALITION, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, IDAHO NATIONAL LABORATORY EMPLOYEE INVESTMENT PLAN, BATTELLE ENERGY ALLIANCE, LLC AND IDAHO ENVIRONMENTAL COALITION, LLC

BATTELLE ENERGY ALLIANCE, LLC AND IDAHO ENVIRONMENTAL COALITION, LLCEIN 68-0588324Plan #001PY 2024

PO BOX 1625 - IDAHO FALLS, ID 834153596208-526-3152LinkedIn1001-5000 employeesresearch

Other plans on this EIN

1 filing

#002Retirement-$2.11B assets

Prospect flagsHigh assets / participantCorrective distributions

How to read this page

Total assets (EOY)

$2322.5M

+19.7% from 2023

Total participants

8,985

+2.9% from 2023

Average account balance

$261,717

+16.2% from 2023

Annual return

23.28%

+8.91 pp from 2023

Benchmarks

See 109 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants5,000-9,999

Cohort109 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$2.55B

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$287K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

8,888

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

98.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$156.20M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$24K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+13.07%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$119

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 7 by compensation

Provider	Service type	Compensation
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930	Recordkeeping	$453,040
ALLIANCE PENSION CONSULTANTS, LLC5 years Filed as: BATTELLE ENERGY ALLIANCE, LLC Service code 10 · EIN 31-4379427	Accounting	$263,983
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISORS, INC. Service code 26 · EIN 23-2811930	Advisory (Participants)	$88,660
LITTLER MENDELSON, P.C.4 years Filed as: LITTLER MENDELSON, PC Service code 29 · EIN 94-2602731	Legal	$76,059
AON CONSULTING4 years Filed as: AON INVESTMENTS USA, INC. Service code 16 · EIN 36-3109431	Consulting	$61,207
IDAHO ENVIRONMENTAL COALITION1 year Service code 23 · EIN 85-1336969	Insurance services	$35,372
WIPFLI LLP5 years Filed as: WIPFLI CPA'S AND CONSULTANTS Service code 10 · EIN 39-0758449	Accounting	$17,872

Plan features & details

Pension benefit codes2E2F2G2J2K2T3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$973K

$147 / participant

Other / not subdivided$973K100.0%

% of EOY assets

0.042%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: WIPFLI, LLP
Auditor EIN: 390758449
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$261,717

$119,626+118.8%

$147,041+78.0%

$99,187+163.9%

Participation rate

98.3%

73.4%+24.9pp

82.2%+16.2pp

71.7%+26.7pp

Annual return

23.28%

28.81%-5.5pp

419.21%-395.9pp

17.66%+5.6pp

Employer contribution / active EE

$9,460

$4,152+127.8%

$4,935+91.7%

$3,262+190.0%

Participant deferral / active EE

$12,497

$7,997+56.3%

$8,071+54.8%

$5,339+134.1%

Admin fee / account holder

$110

$150-26.7%

$13,006-99.2%

$109+0.6%

Provider

Service type

Compensation

THE VANGUARD GROUP, INC.9+ years

Service code 15 · EIN 23-1945930

Recordkeeping

$453,040

ALLIANCE PENSION CONSULTANTS, LLC5 years

Filed as: BATTELLE ENERGY ALLIANCE, LLC

Service code 10 · EIN 31-4379427

Accounting

$263,983

THE VANGUARD GROUP, INC.3 years

Filed as: VANGUARD ADVISORS, INC.

Service code 26 · EIN 23-2811930

Advisory (Participants)

$88,660

LITTLER MENDELSON, P.C.4 years

Filed as: LITTLER MENDELSON, PC

Service code 29 · EIN 94-2602731

Legal

$76,059

AON CONSULTING4 years

Filed as: AON INVESTMENTS USA, INC.

Service code 16 · EIN 36-3109431

Consulting

$61,207

IDAHO ENVIRONMENTAL COALITION1 year

Service code 23 · EIN 85-1336969

Insurance services

$35,372

WIPFLI LLP5 years

Filed as: WIPFLI CPA'S AND CONSULTANTS

Service code 10 · EIN 39-0758449

Accounting

$17,872

IDAHO NATIONAL LABORATORY EMPLOYEE INVESTMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

IDAHO NATIONAL LABORATORY EMPLOYEE INVESTMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion