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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 | $11,942 |
M HOLDINGS SECURITIES INC3 years Filed as: M HOLDINGS SECURITIES, INC. Service code 17 M FINANCIAL PLAZA · PORTLAND, OR 97209 | Pension Consulting | $8,994 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,883 | $64,719-77.0% | $112,249-86.7% | $68,486-78.3% |
| Participation rate | 95.2% | 67.2%+28.0pp | 75.1%+20.1pp | 67.9%+27.3pp |
| Annual return | -10.18% | -11.40%+1.2pp | 27.48%-37.7pp | -7.85%-2.3pp |
| Employer contribution / active EE | $2,391 | $2,747-13.0% | $3,636-34.2% | $2,597-7.9% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $163 | $5,232-96.9% | $6,412-97.5% | $5,404-97.0% |