Plan Ledger DOL Form 5500 · updated monthly

Sutherland Global Services, Inc.401(k)

SUTHERLAND GLOBAL SERVICES, INC. 401(K) PLAN · PITTSFORD, NY · plan year 2024

Reported admin expense ratio · 2024
0.41%

Peer grade: D · admin costs + employer contributions vs same-size plans · how grading works

Sutherland Global Services, Inc. reported $387,292 in plan administrative expenses for 2024: 0.41% of average plan assets, higher than ~90% of peers. Employer contributions averaged $33 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 fell from 0.52% to 0.41%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 775th-largest of 5,648 plans among New York employers on file, and the 1,462nd of 11,654 in professional & technical services. In 2024, employees put in $101.83 for every $1.00 the employer contributed; active participation has shrunk from 3,892 to 3,133 since 2022.

Plan summary
Net assets, end of year$103,378,711
Participants with balances3,623
Active participants3,133
Employer contributions$103,701
Employee contributions$10,559,941
Employer contribution per active participant$33
Average account balance$28,534
Benefits paid to participants$9,763,589
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$103.4M · 3,623 accts · $104K emplr
2023$87.6M · 4,077 accts · $13K emplr
2022$73.5M · 4,691 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$270,711
Investment management$80,356
Audit (IQPA)$36,225
Total administrative$387,292
The Sutherland Global Services, Inc. 401(k) match · 2024
Employer contribution per active participant$33
Median for plans this size$3,635
2024$33 per active participant
2023$4 per active participant

Sutherland Global Services, Inc.'s 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom quarter of its peers. 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.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
ADP, INC. · Loan processing · Recordkeeping$270,711
RESOURCES INVESTMENT ADVISORS, INC. · Recordkeeping · Trustee$80,356
INSERO & COMPANY CPAS, · Accounting / audit$36,225
ADP BROKER-DEALERindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024ADP, RESOURCES INVESTMENT ADVISORS, INC.
2023ADP, INSERO & COMPANY CPAS, LLP, RESOURCES INVESTMENT ADVISORS, INC.

This plan has changed recordkeepers within these filings. If you left Sutherland Global Services, Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$387,292 · 0.41%
2023$407,347 · 0.51%
2022$410,703 · 0.52%
Same employer
Similar plansProfessional & Technical Services · New York
C&S Worldwide Holdings, Inc. NY$106.0M · 0.14%
Braze, Inc. NY$104.2M · 0.26%
Butler/Till, Inc. NY$103.3M · 0.04%
Turner & Townsend, Inc. NY$102.1M · 0.43%
Anderson Kill P.C. NY$101.9M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 161287080 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.