Electric Power Research Institute, Inc.

87
Form 5500 Data

Overview

Plan Rating

BrightScope Rating
87
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (27)
Average in Peer Group (76)
Highest in Peer Group (90)

Plan Description

Electric Power Research Institute, Inc. 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 87, placing it in the top 15% of all plans in its peer group. This plan is also in the top 15% of plans for Account Balances, Company Generosity, Participation Rate, Salary Deferral, and Total Plan Cost. Electric Power Research Institute, Inc. 401k Plan currently has over 1,300 active participants and over $273.5M in plan assets.

Did you know?

For the average 401k participant, the 3 point difference between this plan's BrightScope Rating (87) and the top rated plan (90) could equate to:
3
Additional years of work
16,813
Lost Savings
*The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer. How is this calculated?

Plan Details

Plan Details Relevant details about the plan and the plan sponsor, including the address and industry of the plan sponsor and the size of the plan in assets and participants.

 
Plan data accurate as of 12/31/2015
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 3420 Hillview Ave
  • Location
    Palo Alto , CA
  • 94304
  • Industry
    Professional, Scientific, and Technical Services
  • Administrator
    Miller Kaplan Arase LLP
  • Net Plan Assets
    $274,000,000
  • Total Participants
    1,400
  • Avg Account Balance
    $200,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Great

Performance

Participation Rate:
Great
Salary Deferrals:
Great
Account Balance:
Great

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Great

Performance

Participation Rate:
Great
Salary Deferrals:
Great
Account Balance:
Great
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Investments

Investment Menu Stats

# of Investment Options

40

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Vanguard Group Target Retirement 31%
12%
Vanguard Institutional Index 16%
6%
Vanguard Total Bond Market Index 7%
34%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Insurance Carrier
American United Life
Insurance Carrier
Tiaa-Cref
Investment Adviser
Vanguard Group
Consultant
Vanguard Group
Auditor
Miller, Kaplan, Arase & Co., LLP.