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 | $38,006-68.4% | $161,489-92.6% | $89,670-86.6% |
| Participation rate | 81.0% | 55.7%+25.3pp | 78.7%+2.3pp | 71.2%+9.8pp |
| Annual return | 8.56% | 51.85%-43.3pp | 89.72%-81.2pp | 19.66%-11.1pp |
| Employer contribution / active EE | $0 | $1,536-100.0% | $4,268-100.0% | $4,041-100.0% |
| Participant deferral / active EE | $1,882 | $1,865+0.9% | $5,630-66.6% | $3,962-52.5% |
| Admin fee / account holder | $93 | $249-62.5% | $16,006-99.4% | $352-73.4% |