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| Provider | Service type | Compensation |
|---|---|---|
M HOLDINGS SECURITIES INC8+ years Filed as: M HOLDINGS SECURITIES, INC. Service code 26 · EIN 91-1802259 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,375 | $64,176-27.7% | $112,249-58.7% | $66,938-30.7% |
| Participation rate | 75.6% | 68.4%+7.2pp | 75.1%+0.6pp | 69.8%+5.8pp |
| Annual return | -19.97% | -13.80%-6.2pp | 27.48%-47.4pp | 1.58%-21.5pp |
| Employer contribution / active EE | $1,773 | $3,007-41.0% | $3,636-51.2% | $2,545-30.3% |
| Participant deferral / active EE | $5,205 | $3,694+40.9% | $4,729+10.1% | $4,238+22.8% |
| Admin fee / account holder | $217 | $626-65.4% | $6,412-96.6% | $594-63.5% |