Filed September 9, 2025
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| Provider | Service type | Compensation |
|---|---|---|
ECONOMIC GROUP PENSION SERVICES1+ years Service code 49 PO BOX 54 · FRANKLIN SQUARE, NY 11010 | Other Services | $0 |
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 | $9,940 | $50,902-80.5% | $155,534-93.6% | $77,736-87.2% |
| Participation rate | 80.2% | 63.1%+17.1pp | 78.2%+2.0pp | 70.6%+9.6pp |
| Annual return | 0.00% | 34.85%-34.8pp | 64.92%-64.9pp | 31.26%-31.3pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,675-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $894 | $2,824-68.3% | $5,630-84.1% | $4,651-80.8% |
| Admin fee / account holder | $7 | $437-98.4% | $15,900-100.0% | $433-98.4% |