Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 38-3220894 | Recordkeeping | $8,029 |
M HOLDINGS SECURITIES INC2 years Filed as: M HOLDINGS SECURITIES INC. Service code 99 · EIN 91-1802259 | Other Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,847 | $86,940-45.0% | $102,434-53.3% | $80,935-40.9% |
| Participation rate | 90.5% | 72.4%+18.1pp | 76.5%+14.0pp | 67.7%+22.9pp |
| Annual return | 12.40% | 18.89%-6.5pp | 29.46%-17.1pp | 35.66%-23.3pp |
| Employer contribution / active EE | $1,308 | $2,370-44.8% | $3,023-56.7% | $2,757-52.6% |
| Participant deferral / active EE | $3,413 | $4,121-17.2% | $5,055-32.5% | $4,299-20.6% |
| Admin fee / account holder | $121 | $8,047-98.5% | $9,462-98.7% | $6,924-98.3% |