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| Provider | Service type | Compensation |
|---|---|---|
M HOLDINGS SECURITIES INC2 years Filed as: M HOLDINGS Service code 99 · EIN 91-1802259 1125 NW COUCH ST · PORTLAND, OR 97209 | Other Fees | $5,530 |
NATIONWIDE6+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $3,477 |
Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 99 · EIN 31-1582098 13680 CLEVELAND AVE · UNIONTOWN, OH 44685 | Other Fees | $858 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $127,625 | $65,322+95.4% | $70,494+81.0% | $73,497+73.6% |
| Participation rate | 26.9% | 77.0%-50.1pp | 75.1%-48.2pp | 70.7%-43.8pp |
| Annual return | 18.46% | 15.71%+2.7pp | 109.16%-90.7pp | 28.51%-10.1pp |
| Employer contribution / active EE | $983 | $2,460-60.0% | $2,738-64.1% | $2,270-56.7% |
| Participant deferral / active EE | $2,958 | $3,375-12.4% | $3,711-20.3% | $3,740-20.9% |
| Admin fee / account holder | $128 | $214-40.1% | $3,848-96.7% | $513-75.0% |