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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GOODMAN FINANCIAL CORP Service code 17 5177 RICHMOND, STE 700 · HOUSTON, TX 770566752 | Pension Consulting | $9,709 |
Filed as: M HOLDINGS SECURITIES, INC. Service code 17 M FINANCIAL PLAZA · PORTLAND, OR 97209 | Pension Consulting | $5,577 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,794 | $72,269-80.9% | $101,271-86.4% | $79,852-82.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 10.70% | 22.29%-11.6pp | 46.48%-35.8pp | 31.72%-21.0pp |
| Employer contribution / active EE | $2,439 | $2,692-9.4% | $3,660-33.4% | $2,471-1.3% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $119 | $4,401-97.3% | $5,948-98.0% | $5,306-97.7% |