Filed September 9, 2025
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| Provider | Service type | Compensation |
|---|---|---|
ECONOMIC GROUP PENSION SERVICES2+ years Service code 49 PO BOX 54 · FRANKLIN SQUARE, NY 11010 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,005 | $42,423-71.7% | $152,093-92.1% | $100,573-88.1% |
| Participation rate | 81.0% | 55.9%+25.1pp | 77.8%+3.2pp | 70.9%+10.0pp |
| Annual return | 8.56% | 41.32%-32.8pp | 66.36%-57.8pp | 18.89%-10.3pp |
| Employer contribution / active EE | $0 | $1,482-100.0% | $4,175-100.0% | $3,763-100.0% |
| Participant deferral / active EE | $1,882 | $2,158-12.8% | $5,451-65.5% | $4,921-61.8% |
| Admin fee / account holder | $93 | $429-78.2% | $14,497-99.4% | $454-79.4% |