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| Provider | Service type | Compensation |
|---|---|---|
STERLING NATIONAL BANK1+ years Service code 21 · EIN 13-1726107 | Bank Trustee | $20,709 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $31,920-100.0% | $96,302-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 8.8%-8.8pp | 15.7%-15.7pp |
| Annual return | -0.59% | -2.03%+1.4pp | -2.90%+2.3pp | -7.14%+6.5pp |
| Employer contribution / active EE | $2,244 | $10,249-78.1% | $27,990-92.0% | $14,613-84.6% |
| Participant deferral / active EE | $0 | $47-100.0% | $137-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $160-100.0% | $519-100.0% | $1,191-100.0% |