Ers Investments, LLC401(k)
ELITE ROOFING SUPPLY 401(K) PLAN · GLENDALE, AZ · plan year 2023
Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works
Ers Investments, LLC reported $129,007 in plan administrative expenses for 2023: 1.18% of average plan assets, higher than ~90% of peers. Employer contributions averaged $2,188 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.
Across the 2 years on file its reported administrative ratio has held roughly steady near 1.18%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other retail trade employers. By assets it is the 500th-largest of 1,285 plans among Arizona employers on file, and the 2,182nd of 5,215 in retail trade. In 2023, employees put in $1.75 for every $1.00 the employer contributed.
Ers Investments, LLC's 2023 employer contribution ran below the $2,440 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.
Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 461210293 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.