Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 NATIONAL LLC DBA ERP1 year 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 | $67,776-33.5% | $90,312-50.1% | $65,306-31.0% |
| Participation rate | 97.5% | 58.1%+39.4pp | 72.9%+24.6pp | 57.7%+39.8pp |
| Annual return | 12.80% | 16.62%-3.8pp | 18.90%-6.1pp | 21.94%-9.1pp |
| Employer contribution / active EE | $1,366 | $2,195-37.8% | $2,243-39.1% | $1,967-30.6% |
| Participant deferral / active EE | $4,117 | $2,641+55.9% | $3,749+9.8% | $2,959+39.1% |
| Admin fee / account holder | $198 | $3,322-94.0% | $8,248-97.6% | $3,480-94.3% |