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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $42,572 |
Filed as: ECONOMIC GROUP PENSION SERVICES, IN Service code 15 · EIN 13-3180178 | Recordkeeping | $11,225 |
Service code 15 | Recordkeeping | $2,130 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,524 | $61,356+145.3% | $149,696+0.6% | $71,511+110.5% |
| Participation rate | 95.2% | 62.5%+32.7pp | 78.8%+16.5pp | 67.9%+27.3pp |
| Annual return | 18.37% | 35.86%-17.5pp | 134.46%-116.1pp | 28.86%-10.5pp |
| Employer contribution / active EE | $7,754 | $2,382+225.6% | $4,821+60.8% | $2,589+199.5% |
| Participant deferral / active EE | $6,926 | $2,920+137.2% | $5,682+21.9% | $4,291+61.4% |
| Admin fee / account holder | $64 | $1,263-95.0% | $13,212-99.5% | $1,588-96.0% |