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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMER Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $41,993 |
ERISA SERVICES, INC.1 year Filed as: ERISA SERVICES INC. Service code 13 PO BOX 24628 · KNOXVILLE, TN 37933 | Contract Administrator | $21,084 |
ERP RETIREMENT SERVICES2 years Filed as: ERP NATIONAL LLC DBA ERP RETIREMENT Service code 13 | Contract Administrator | $3,415 |
ERP RETIREMENT SERVICES1 year Filed as: ERP NATIONAL LLC DBA ERP Service code 13 135 PINELAWN RD · MELVILLE, NY 11747 | Contract Administrator | -$1,906 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,047 | $62,086-27.4% | $90,259-50.1% | $64,340-30.0% |
| Participation rate | 97.5% | 53.9%+43.6pp | 70.7%+26.7pp | 55.2%+42.2pp |
| Annual return | 12.80% | 16.73%-3.9pp | 18.88%-6.1pp | 24.14%-11.3pp |
| Employer contribution / active EE | $1,366 | $1,883-27.4% | $2,291-40.4% | $1,862-26.6% |
| Participant deferral / active EE | $4,117 | $2,557+61.0% | $3,827+7.6% | $2,980+38.1% |
| Admin fee / account holder | $198 | $3,317-94.0% | $7,267-97.3% | $3,703-94.7% |