Retirement plan

ERP INTERNATIONAL 401(K) RETIREMENT PLAN

Name: ERP INTERNATIONAL, LLC - ERP INTERNATIONAL 401(K) RETIREMENT PLAN (2017) Form 5500
Creator: ERP INTERNATIONAL, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ERP INTERNATIONAL 401(K) RETIREMENT PLAN, ERP INTERNATIONAL, LLC

ERP INTERNATIONAL, LLCEIN 20-5784301Plan #001PY 2017

603 7TH STREET, SUITE 203 - LAUREL, MD 20707301-490-0080erpinternational.comLinkedIn501-1000 employeesmanagement consulting

Prospect flagsLow assets / participantCorrective distributions

How to read this page

Total assets (EOY)

$7.2M

+43.2% from 2016

Total participants

554

+4.5% from 2016

Average account balance

$14,676

+11.9% from 2016

Annual return

20.61%

+5.92 pp from 2016

Benchmarks

See 2,615 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort2,615 peers

Snapshot2017

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$33.44M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$30K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

1,118

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

93.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$6.03M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+14.77%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$52

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 10 of 16 by compensation

Provider	Service type	Compensation
T ROWE PRICE RPS INC3+ years Filed as: T.ROWE PRICE RPS INC Service code 15 · EIN 52-1309931	Recordkeeping	$14,533
AMERICAN CENTURY3+ years Service code 28 · EIN 20-0623152	Investment Management	$0
AMERICAN CENTURY3+ years Filed as: AMERICAN CENTURY INVESTMENTS Service code 28	Investment Management	$0
COLUMBIA3+ years Filed as: COLUMBIA MANAGEMENT INVESTMENT Service code 28	Investment Management	$0
COLUMBIA3+ years Filed as: COLUMBIA MANAGEMENT INVESTMENTS Service code 28 · EIN 93-0577450	Investment Management	$0
FIDELITY INVESTMENTS INSTITUTIONAL3+ years Filed as: FIDELITY Service code 28 · EIN 04-2647786	Investment Management	$0
FIDELITY INVESTMENTS INSTITUTIONAL3+ years Filed as: FIDELITY FUNDS Service code 28	Investment Management	$0
HARBOR3+ years Filed as: HARBOR CAPITAL Service code 28 · EIN 04-2679462	Investment Management	$0
HARBOR3+ years Filed as: HARBOR FUNDS Service code 28	Investment Management	$0
PIMCO FUNDS3+ years Service code 28 · EIN 33-0629048	Investment Management	$0

Plan features & details

Pension benefit codes2E2F2G2K2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$15K

$44 / participant

Investment mgmt$15K100.0%

% of EOY assets

0.202%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: ELLIN & TUCKER, CHARTERED
Auditor EIN: 520959934
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$14,676

$155,795-90.6%

$136,297-89.2%

$69,631-78.9%

Participation rate

80.5%

75.2%+5.3pp

81.9%-1.4pp

70.7%+9.9pp

Annual return

20.61%

232464.33%-232443.7pp

5156.19%-5135.6pp

27571.02%-27550.4pp

Employer contribution / active EE

$2,265

$2,991-24.3%

$4,696-51.8%

$2,032+11.5%

Participant deferral / active EE

$4,080

$5,394-24.4%

$6,247-34.7%

$3,224+26.6%

Admin fee / account holder

$30

$128-76.9%

$9,244-99.7%

$110-73.1%

Provider

Service type

Compensation

T ROWE PRICE RPS INC3+ years

Filed as: T.ROWE PRICE RPS INC

Service code 15 · EIN 52-1309931

Recordkeeping

$14,533

AMERICAN CENTURY3+ years

Service code 28 · EIN 20-0623152

Investment Management

AMERICAN CENTURY3+ years

Filed as: AMERICAN CENTURY INVESTMENTS

Service code 28

Investment Management

COLUMBIA3+ years

Filed as: COLUMBIA MANAGEMENT INVESTMENT

Service code 28

Investment Management

COLUMBIA3+ years

Filed as: COLUMBIA MANAGEMENT INVESTMENTS

Service code 28 · EIN 93-0577450

Investment Management

FIDELITY INVESTMENTS INSTITUTIONAL3+ years

Filed as: FIDELITY

Service code 28 · EIN 04-2647786

Investment Management

FIDELITY INVESTMENTS INSTITUTIONAL3+ years

Filed as: FIDELITY FUNDS

Service code 28

Investment Management

HARBOR3+ years

Filed as: HARBOR CAPITAL

Service code 28 · EIN 04-2679462

Investment Management

HARBOR3+ years

Filed as: HARBOR FUNDS

Service code 28

Investment Management

PIMCO FUNDS3+ years

Service code 28 · EIN 33-0629048

Investment Management

ERP INTERNATIONAL 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ERP INTERNATIONAL 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion