Retirement plan

ERM - US SALARY DEFERRAL PLAN

Name: ERM NA HOLDINGS CORP - ERM - US SALARY DEFERRAL PLAN (2024) Form 5500
Creator: ERM NA HOLDINGS CORP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ERM - US SALARY DEFERRAL PLAN, ERM NA HOLDINGS CORP

ERM NA HOLDINGS CORPEIN 23-3073509Plan #001PY 2024

75 VALLEY STREAM PARKWAY SUITE 200 - MALVERN, PA 19355720-200-7131

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$715.4M

+10.8% from 2023

Total participants

3,790

-1.0% from 2023

Average account balance

$192,001

+11.6% from 2023

Annual return

20.25%

-6.02 pp from 2023

Benchmarks

See 950 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants1,000-4,999

Cohort950 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$715.40M

Not enough data

1 years with asset history on file

Average account balance

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

$192K

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.

3,726

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.

97.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$39.78M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+20.25%

Not enough data

1 years with return on file

Admin fee / account holder

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

$116

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

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2G2J3D

Plan features

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.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$432K

$183 / participant

Other / not subdivided$432K100.0%

% of EOY assets

0.060%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: ARENA SNYDER & DUNLAP LLP
Auditor EIN: 232334403
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$192,001

$122,259+57.0%

$147,041+30.6%

$199,874-3.9%

Participation rate

97.3%

78.3%+19.0pp

82.2%+15.1pp

72.0%+25.3pp

Annual return

20.25%

30.58%-10.3pp

419.21%-399.0pp

34.28%-14.0pp

Employer contribution / active EE

$4,031

$4,097-1.6%

$4,935-18.3%

$3,036+32.8%

Participant deferral / active EE

$12,859

$8,504+51.2%

$8,071+59.3%

$5,090+152.6%

Admin fee / account holder

$116

$179-35.2%

$13,006-99.1%

$269-56.9%

ERM - US SALARY DEFERRAL PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ERM - US SALARY DEFERRAL 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