Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,469 |
Filed as: ECONOMIC GROUP PENSION SERVICES LLC Service code 13 PO BOX 54 · FRANKLIN SQUARE, NY 11010 | Contract Administrator | $450 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $304 |
USI CONSULTING GROUP1 year Filed as: USI SECURITIES INC Service code 55 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Other Commissions | $0 |
Filed as: ECONOMIC GROUP PENSION SERVICES INC Service code 13 917 WESTERN AMERICA CIRCLE · MOBILE, AL 36609 | Contract Administrator | -$7,010 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $13,950 | $44,980-69.0% | $85,063-83.6% | $77,692-82.0% |
| Participation rate | 29.7% | 48.6%-18.9pp | 67.5%-37.8pp | 70.6%-40.9pp |
| Annual return | 13.50% | 79.13%-65.6pp | 66.54%-53.0pp | 31.25%-17.8pp |
| Employer contribution / active EE | $1,145 | $1,607-28.8% | $2,727-58.0% | $2,726-58.0% |
| Participant deferral / active EE | $2,125 | $2,804-24.2% | $4,523-53.0% | $4,648-54.3% |
| Admin fee / account holder | $4 | $911-99.6% | $6,155-99.9% | $431-99.1% |