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| 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 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,847 | $86,922-45.0% | $102,438-53.3% | $80,874-40.8% |
| Participation rate | 90.5% | 72.4%+18.1pp | 76.5%+14.0pp | 67.6%+22.9pp |
| Annual return | 12.40% | 18.90%-6.5pp | 29.37%-17.0pp | 35.62%-23.2pp |
| Employer contribution / active EE | $1,308 | $2,369-44.8% | $3,024-56.7% | $2,756-52.5% |
| Participant deferral / active EE | $3,413 | $4,119-17.1% | $5,054-32.5% | $4,297-20.6% |
| Admin fee / account holder | $121 | $8,050-98.5% | $9,448-98.7% | $6,935-98.3% |