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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; Participant commun... | $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 | $96,999-47.5% | $123,973-58.9% | $83,436-38.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 76.7%+23.3pp | 73.2%+26.8pp |
| Annual return | 4.97% | 8.97%-4.0pp | 388.13%-383.2pp | 19.34%-14.4pp |
| Employer contribution / active EE | $11,853 | $5,808+104.1% | $4,126+187.3% | $4,072+191.1% |
| Participant deferral / active EE | $0 | $1,439-100.0% | $5,247-100.0% | $3,411-100.0% |
| Admin fee / account holder | $456 | $227+100.7% | $11,799-96.1% | $265+71.9% |