EEI PENSION PROGRAM

Plan Contact

  • Address: 3135 MEMORIAL HIGHWAY,DALLAS,PA
  • Contact person: LISA ZAMBER
  • Phone: (570) 675-7336

Plan General Information

EEI PENSION PROGRAM Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of EEI PENSION PROGRAM is $4,815,030.00.This plan was established in 1997.

EEI PENSION PROGRAM Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in EEI PENSION PROGRAM is 232

EEI PENSION PROGRAM Average Participant Retirement Account Value

In 2023, the average participant retirement account value for EEI PENSION PROGRAM is $20,754.00

EEI PENSION PROGRAM Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for EEI PENSION PROGRAM is $2,348.00.

EEI PENSION PROGRAM Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in EEI PENSION PROGRAM is approximately $751.00
Investing in this additonal $751.00 for 20 years would give you extra $48,064.00, assuming a 10% annual return.

EEI PENSION PROGRAM Total Employer Contribution and Match Rate

In 2023, EEI PENSION PROGRAM allocates $174,234.00 to match its employees' contributions, providing an employer match rate of 63.97% of their contributions

EEI PENSION PROGRAM Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of EEI PENSION PROGRAM is 18.77%.

EEI PENSION PROGRAM Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for EEI PENSION PROGRAM is 9.37%. This measures the effectiveness of the plan participants' investments in the year.

EEI PENSION PROGRAM Expense Ratio

In 2023, the investment and administrative expense ratio of EEI PENSION PROGRAM is 0.03%.

Enrollment Features


Free newsletters

High quality resources for 401k, 403b, 529 retirement plans on investment, contribution, fees, retirement planning and much more …

Puzzled on what to invest?

  • We ask a few questions to decide your personal return and risk expectations
  • We build a custom portfolio for your plan (401(k), 403(b), 529 …) or for a  brokerage account
  • We monitor and send timely rebalance emails on what investment funds to buy and sell

Looking for ideas to generate income?

  • ETF or mutual fund income portfolios for 4-7% annual income
  • Dividend stock funds
  • Passive real estate investments
  • more …

Portfolio Calculator (Simulator)

Quickly enter fund allocation and get a back test result on the performance of this ‘lazy’ portfolio.

Customize Asset Allocation Portfolios

Build a custom model portfolio using our asset strategic or tactical strategies, tailored to a 401(k) plan or for a brokerage account.

Retirement Calculator

See how much you can save for retirement.

Investment Calculator

Grow your wealth and see the power of compounding.


Looking for a (forgotten) 401(k)?

Find plan contact info, plan expenses, investment options, rollover your old plan, or learn how to select investments on your 401k plan …