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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 · EIN 06-1050034 | Recordkeeping Fees | $705,613 |
PCC PENSION FUND10+ years Service code 12 · EIN 13-3208565 | Claims processing; Copying and duplic... | $566,427 |
QUAN-VEST CONSULTANTS, INC.10+ years Filed as: QUANVEST CONSULTANTS Service code 27 · EIN 11-2559669 | Advisory (Plan) | $30,612 |
GOULD, KOBRICK & SCHLAPP, P.C.10+ years Filed as: GOULD, KOBRICK, & SCHLAPP, P.C. Service code 10 · EIN 13-3082707 | Accounting | $13,000 |
COLLERAN, O'HARA & MILLS LLP10+ years Filed as: HOLM & OHARA, LLP Service code 29 · EIN 13-3591118 | Legal | $11,705 |
Service code 29 · EIN 11-2621686 | Legal | $11,700 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 13-2518466 | Actuarial | $5,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,963 | $98,273-48.1% | $150,734-66.2% | $85,660-40.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.4%+21.6pp | 74.8%+25.2pp |
| Annual return | 4.97% | 7.62%-2.7pp | 600.81%-595.8pp | 19.52%-14.6pp |
| Employer contribution / active EE | $11,853 | $5,764+105.6% | $4,918+141.0% | $4,199+182.3% |
| Participant deferral / active EE | $0 | $1,439-100.0% | $5,610-100.0% | $3,518-100.0% |
| Admin fee / account holder | $456 | $226+102.1% | $14,905-96.9% | $224+103.6% |