Filed January 4, 2018
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| Provider | Service type | Compensation |
|---|---|---|
STANDARD FINANCIAL GROUP8+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $68,327 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,735 | $65,092-15.9% | $143,799-61.9% | $66,938-18.2% |
| Participation rate | 94.5% | 65.2%+29.3pp | 80.3%+14.2pp | 69.8%+24.7pp |
| Annual return | -16.74% | -11.14%-5.6pp | -0.04%-16.7pp | 1.58%-18.3pp |
| Employer contribution / active EE | $2,933 | $2,362+24.2% | $4,952-40.8% | $2,545+15.2% |
| Participant deferral / active EE | $5,560 | $2,920+90.4% | $5,638-1.4% | $4,238+31.2% |
| Admin fee / account holder | $265 | $502-47.2% | $14,677-98.2% | $594-55.3% |