Filed January 4, 2018
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| Provider | Service type | Compensation |
|---|---|---|
STANDARD FINANCIAL GROUP5+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $40,637 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $63,660 | $52,961+20.2% | $172,752-63.1% | $65,185-2.3% |
| Participation rate | 86.2% | 66.2%+20.0pp | 82.6%+3.5pp | 70.2%+16.0pp |
| Annual return | 21.96% | 30.12%-8.2pp | 802.97%-781.0pp | 29.38%-7.4pp |
| Employer contribution / active EE | $2,382 | $2,190+8.7% | $5,144-53.7% | $2,177+9.4% |
| Participant deferral / active EE | $4,365 | $2,471+76.6% | $5,198-16.0% | $3,514+24.2% |
| Admin fee / account holder | $233 | $472-50.6% | $13,955-98.3% | $847-72.5% |