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| Provider | Service type | Compensation |
|---|---|---|
STERLING NATIONAL BANK2+ years Service code 21 · EIN 13-1726107 | Bank Trustee | $26,720 |
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Participant 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 | $23,094-100.0% | $169,917-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 10.7%-10.7pp | 10.3%-10.3pp | 12.6%-12.6pp |
| Annual return | 4.89% | 4.80%+0.1pp | 7.98%-3.1pp | 4.56%+0.3pp |
| Employer contribution / active EE | $6,447 | $12,906-50.0% | $23,724-72.8% | $15,526-58.5% |
| Participant deferral / active EE | $0 | $25-100.0% | $53-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $95-100.0% | $636-100.0% | $1,711-100.0% |