Filed January 4, 2018
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| Provider | Service type | Compensation |
|---|---|---|
STANDARD FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Other fees; Custodial (other than sec... | $52,040 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,329 | $55,446+23.2% | $155,574-56.1% | $74,429-8.2% |
| Participation rate | 98.9% | 61.9%+37.0pp | 78.2%+20.7pp | 67.2%+31.7pp |
| Annual return | 14.91% | 269.20%-254.3pp | 64.87%-50.0pp | 1368.38%-1353.5pp |
| Employer contribution / active EE | $3,157 | $2,266+39.3% | $4,676-32.5% | $2,625+20.3% |
| Participant deferral / active EE | $6,358 | $2,836+124.2% | $5,629+12.9% | $4,348+46.2% |
| Admin fee / account holder | $206 | $1,743-88.2% | $15,914-98.7% | $1,944-89.4% |