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| Provider | Service type | Compensation |
|---|---|---|
RPG CONSULTANTS1+ years Service code 15 · EIN 13-4077182 181 SO. FRANKLIN AVE. - SUITE 202 · VALLEY STREAM, NY 11581 | Recordkeeping | $20,290 |
SUNTRUST BANKS, INC.1+ years Filed as: STERLING WEALTH MANAGEMENT, LLC Service code 27 1470 E 35TH STREET · BROOKLYN, NY 11234 | Advisory (Plan) | $9,963 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,765 | $48,064-77.6% | $78,778-86.3% | $69,631-84.5% |
| Participation rate | 37.6% | 61.6%-24.0pp | 69.2%-31.6pp | 70.7%-33.1pp |
| Annual return | 40.07% | 21.81%+18.3pp | 35.62%+4.5pp | 27571.02%-27531.0pp |
| Employer contribution / active EE | $341 | $744-54.1% | $1,986-82.8% | $2,032-83.2% |
| Participant deferral / active EE | $1,327 | $2,079-36.2% | $2,958-55.1% | $3,224-58.8% |
| Admin fee / account holder | $103 | $152-32.5% | $5,134-98.0% | $110-7.2% |