Filed January 4, 2018
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| Provider | Service type | Compensation |
|---|---|---|
STANDARD FINANCIAL GROUP6+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Distribution ... | $42,413 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,522 | $58,888+18.1% | $178,498-61.1% | $73,493-5.4% |
| Participation rate | 86.6% | 66.2%+20.4pp | 81.9%+4.7pp | 70.7%+15.9pp |
| Annual return | 15.76% | 24.86%-9.1pp | 151.09%-135.3pp | 28.51%-12.7pp |
| Employer contribution / active EE | $2,475 | $2,236+10.7% | $5,011-50.6% | $2,270+9.0% |
| Participant deferral / active EE | $4,418 | $2,568+72.0% | $5,202-15.1% | $3,740+18.1% |
| Admin fee / account holder | $208 | $400-48.0% | $13,985-98.5% | $513-59.4% |