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| Provider | Service type | Compensation |
|---|---|---|
M HOLDINGS SECURITIES INC1+ years Filed as: M HOLDINGS SECURITIES, INC. Service code 15 | Recordkeeping | $1,906 |
NATIONWIDE1+ years Service code 52 | Indirect Investment Fees | $1,289 |
LOVASCO CONSULTING GROUP1+ years Service code 15 | Recordkeeping | $1,067 |
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 | $27,195 | $40,275-32.5% | $57,356-52.6% | $59,633-54.4% |
| Participation rate | 100.0% | 69.1%+30.9pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 0.45% | 27.52%-27.1pp | 24.41%-24.0pp | 2041.45%-2041.0pp |
| Employer contribution / active EE | $1,346 | $1,921-29.9% | $2,689-49.9% | $2,203-38.9% |
| Participant deferral / active EE | $4,904 | $2,400+104.4% | $3,162+55.1% | $3,192+53.7% |
| Admin fee / account holder | $1 | $2,820-100.0% | $3,357-100.0% | $4,297-100.0% |