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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 | $63,904-29.5% | $89,340-49.6% | $67,986-33.7% |
| Participation rate | 97.5% | 54.3%+43.1pp | 69.6%+27.9pp | 57.2%+40.3pp |
| Annual return | 12.80% | 18.09%-5.3pp | 20.57%-7.8pp | 31.67%-18.9pp |
| Employer contribution / active EE | $1,366 | $1,627-16.0% | $2,231-38.8% | $2,019-32.3% |
| Participant deferral / active EE | $4,117 | $2,691+53.0% | $3,823+7.7% | $3,358+22.6% |
| Admin fee / account holder | $198 | $3,315-94.0% | $6,704-97.0% | $3,203-93.8% |