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| Provider | Service type | Compensation |
|---|---|---|
Filed as: I.B.E.W. LOCAL 490 PENSION FUND Service code 14 · EIN 02-6026500 | Plan Administrator | $42,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 50 · EIN 84-0467907 | Direct Payment | $33,340 |
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS Service code 28 · EIN 13-2646110 | Investment Management | $18,333 |
NOVAK FRANCELLA LLC7 years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $12,833 |
KRAKOW & SOURIS9 years Filed as: KRAKOW, SOURIS & LANDRY LLC Service code 29 · EIN 04-3363718 | Legal | $10,000 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 · EIN 84-1532243 | Investment Management | $6,142 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,331 | $77,788+4.6% | $119,126-31.7% | $64,728+25.7% |
| Participation rate | 100.0% | 69.4%+30.6pp | 75.8%+24.2pp | 57.9%+42.1pp |
| Annual return | 12.38% | 13.19%-0.8pp | 282.11%-269.7pp | 49.38%-37.0pp |
| Employer contribution / active EE | $2,313 | $4,031-42.6% | $4,034-42.7% | $2,243+3.1% |
| Participant deferral / active EE | $0 | $2,599-100.0% | $5,318-100.0% | $2,729-100.0% |
| Admin fee / account holder | $377 | $1,365-72.4% | $10,693-96.5% | $1,145-67.1% |