Filed January 4, 2018
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
STANDARD FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $52,040 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,329 | $55,470+23.2% | $155,556-56.1% | $74,478-8.3% |
| Participation rate | 98.9% | 61.9%+37.0pp | 78.2%+20.7pp | 67.2%+31.7pp |
| Annual return | 14.91% | 269.80%-254.9pp | 64.84%-49.9pp | 1370.56%-1355.6pp |
| Employer contribution / active EE | $3,157 | $2,267+39.3% | $4,675-32.5% | $2,626+20.2% |
| Participant deferral / active EE | $6,358 | $2,838+124.0% | $5,631+12.9% | $4,350+46.2% |
| Admin fee / account holder | $206 | $1,744-88.2% | $15,885-98.7% | $1,946-89.4% |