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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ECONOMIC GROUP PENSION SERVICES LLC Service code 73 · EIN 86-2963468 207 W 25TH ST · NEW YORK, NY 10001 | Other insurance fees and expenses | $10,650 |
Filed as: VOYA FINANCIAL ADVISORS, INC. Service code 26 230 PARK AVE · NEW YORK, NY 10169 | Advisory (Participants) | $3,555 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $16,115 | $81,487-80.2% | $102,412-84.3% | $80,935-80.1% |
| Participation rate | 0.0% | 66.8%-66.8pp | 74.5%-74.5pp | 67.7%-67.7pp |
| Annual return | 12.59% | 25.60%-13.0pp | 24.94%-12.4pp | 35.66%-23.1pp |
| Employer contribution / active EE | $5,114 | $3,103+64.8% | $3,870+32.1% | $2,757+85.5% |
| Participant deferral / active EE | $44 | $3,871-98.9% | $5,060-99.1% | $4,299-99.0% |
| Admin fee / account holder | $374 | $6,717-94.4% | $8,388-95.5% | $6,924-94.6% |