Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $81,557-0.3% | $123,973-34.4% | $65,191+24.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.7%+23.3pp | 63.0%+37.0pp |
| Annual return | 12.38% | 11.45%+0.9pp | 388.13%-375.7pp | 51.24%-38.9pp |
| Employer contribution / active EE | $2,313 | $4,637-50.1% | $4,126-43.9% | $2,400-3.6% |
| Participant deferral / active EE | $0 | $2,628-100.0% | $5,247-100.0% | $2,671-100.0% |
| Admin fee / account holder | $377 | $1,040-63.8% | $11,799-96.8% | $907-58.5% |