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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 52 · EIN 84-0467907 | Indirect Investment Fees | $81,596 |
ERP RETIREMENT SERVICES2 years Filed as: ERP NATIONAL LLC DBA ERP RETIREMENT Service code 13 · EIN 84-2409363 | Contract Administrator | $12,763 |
ERP RETIREMENT SERVICES2 years Filed as: ERP NATIONAL LLC Service code 13 | Contract Administrator | $11,552 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,766 | $129,227-66.1% | $184,256-76.2% | $77,762-43.7% |
| Participation rate | 91.6% | 87.4%+4.2pp | 86.8%+4.8pp | 70.6%+21.0pp |
| Annual return | 16.02% | 33.24%-17.2pp | 28.85%-12.8pp | 31.27%-15.3pp |
| Employer contribution / active EE | $1,651 | $4,412-62.6% | $6,427-74.3% | $2,728-39.5% |
| Participant deferral / active EE | $4,304 | $7,307-41.1% | $9,133-52.9% | $4,651-7.5% |
| Admin fee / account holder | $51 | $256-80.0% | $13,899-99.6% | $433-88.2% |