Filed January 4, 2018
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| Provider | Service type | Compensation |
|---|---|---|
STANDARD FINANCIAL GROUP9+ years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Custodial (... | $37,501 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,964 | $61,356+1.0% | $149,696-58.6% | $71,511-13.4% |
| Participation rate | 97.1% | 62.5%+34.6pp | 78.8%+18.4pp | 67.9%+29.2pp |
| Annual return | 18.03% | 35.86%-17.8pp | 134.46%-116.4pp | 28.86%-10.8pp |
| Employer contribution / active EE | $2,907 | $2,382+22.1% | $4,821-39.7% | $2,589+12.3% |
| Participant deferral / active EE | $5,956 | $2,920+104.0% | $5,682+4.8% | $4,291+38.8% |
| Admin fee / account holder | $150 | $1,263-88.1% | $13,212-98.9% | $1,588-90.6% |