Filed April 1, 2016
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 |
|---|---|---|
Service code 17 · EIN 13-5674085 | Pension Consulting | $44,430 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $30,297 |
Filed as: ECONOMIC GROUP PENSION SERVICES INC Service code 13 · EIN 13-3180178 | Contract Administrator | $17,025 |
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 | $81,885 | $101,672-19.5% | $147,117-44.3% | $74,478+9.9% |
| Participation rate | 99.5% | 75.5%+23.9pp | 82.2%+17.3pp | 67.2%+32.2pp |
| Annual return | 19.15% | 8757.83%-8738.7pp | 420.54%-401.4pp | 1370.56%-1351.4pp |
| Employer contribution / active EE | $3,670 | $3,813-3.8% | $4,932-25.6% | $2,626+39.7% |
| Participant deferral / active EE | $9,361 | $7,305+28.1% | $8,065+16.1% | $4,350+115.2% |
| Admin fee / account holder | $397 | $1,753-77.4% | $12,993-96.9% | $1,946-79.6% |