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 | $36,773-67.4% | $189,758-93.7% | $85,660-86.0% |
| Participation rate | 81.0% | 63.3%+17.7pp | 79.8%+1.2pp | 74.8%+6.1pp |
| Annual return | 8.56% | 55.47%-46.9pp | 52.62%-44.1pp | 19.52%-11.0pp |
| Employer contribution / active EE | $0 | $1,536-100.0% | $4,767-100.0% | $4,199-100.0% |
| Participant deferral / active EE | $1,882 | $1,800+4.6% | $5,856-67.9% | $3,518-46.5% |
| Admin fee / account holder | $93 | $132-29.0% | $20,388-99.5% | $224-58.3% |