Filed December 21, 1992
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ECONOMIC GROUP PENSION SERVICES LLC Service code 49 · EIN 86-2963468 | Other Services | $5,917 |
Service code 49 | Other Services | $5,374 |
MORNINGSTAR6+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $3,513 |
Filed as: ECONOMIC GROUP PENSION SERVICES INC Service code 49 · EIN 13-3180178 | Other Services | $0 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Employer contribution per participant 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 | $87,042 | $122,063-28.7% | $184,256-52.8% | $74,478+16.9% |
| Participation rate | 89.7% | 85.5%+4.3pp | 86.8%+2.9pp | 67.2%+22.5pp |
| Annual return | 15.36% | 19.92%-4.6pp | 28.85%-13.5pp | 1370.56%-1355.2pp |
| Employer contribution / active EE | $781 | $4,539-82.8% | $6,427-87.9% | $2,626-70.3% |
| Participant deferral / active EE | $4,544 | $7,144-36.4% | $9,133-50.2% | $4,350+4.5% |
| Admin fee / account holder | $40 | $1,253-96.8% | $13,899-99.7% | $1,946-97.9% |