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| Provider | Service type | Compensation |
|---|---|---|
SUNTRUST BANKS, INC.5 years Filed as: STERLING INVESTMENT COUNSEL LLC Service code 17 360 DELAWARE AVENUE SUITE 206 · BUFFALO, NY 14202 | Pension Consulting | $30,669 |
AMERICAN FUNDS6 years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 15 333 S HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping | $8,955 |
Service code 10 · EIN 22-2725182 3136 WINTON RD S., SUITE 300 · ROCHESTER, NY 14623 | Accounting | $4,300 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,967 | $42,353-45.8% | $79,550-71.1% | $64,808-64.6% |
| Participation rate | 80.0% | 64.8%+15.2pp | 69.5%+10.5pp | 71.5%+8.5pp |
| Annual return | -19.67% | -12.24%-7.4pp | 0.16%-19.8pp | 32.82%-52.5pp |
| Employer contribution / active EE | $1,711 | $1,181+44.9% | $2,413-29.1% | $2,506-31.7% |
| Participant deferral / active EE | $2,852 | $3,170-10.0% | $3,985-28.4% | $4,310-33.8% |
| Admin fee / account holder | $135 | $160-15.6% | $6,832-98.0% | $188-28.3% |