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 | $35,730-66.4% | $158,223-92.4% | $83,436-85.6% |
| Participation rate | 81.0% | 59.7%+21.3pp | 79.2%+1.8pp | 73.2%+7.8pp |
| Annual return | 8.56% | 53.13%-44.6pp | 52.09%-43.5pp | 19.34%-10.8pp |
| Employer contribution / active EE | $0 | $1,450-100.0% | $4,109-100.0% | $4,072-100.0% |
| Participant deferral / active EE | $1,882 | $1,698+10.8% | $5,467-65.6% | $3,411-44.8% |
| Admin fee / account holder | $93 | $165-43.3% | $16,047-99.4% | $265-64.8% |