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 (securities); R... | $52,040 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,329 | $55,472+23.2% | $155,567-56.1% | $74,546-8.3% |
| Participation rate | 98.9% | 61.9%+37.0pp | 78.2%+20.7pp | 67.2%+31.7pp |
| Annual return | 14.91% | 268.72%-253.8pp | 64.74%-49.8pp | 1366.03%-1351.1pp |
| Employer contribution / active EE | $3,157 | $2,269+39.2% | $4,674-32.5% | $2,624+20.3% |
| Participant deferral / active EE | $6,358 | $2,838+124.0% | $5,628+13.0% | $4,347+46.2% |
| Admin fee / account holder | $206 | $1,743-88.2% | $15,916-98.7% | $1,944-89.4% |