Filed January 27, 2020
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
M HOLDINGS SECURITIES INC5 years Service code 15 1125 NW COUCH, SUITE 900 · PORTLAND, OR 97208 | Recordkeeping | $20,560 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $12,596 |
ORENDA RETIREMENT, LLC1 year Service code 13 · EIN 36-4877979 | Contract Administrator | $525 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,661 | $64,176-25.7% | $112,263-57.5% | $66,949-28.8% |
| Participation rate | 61.9% | 68.4%-6.5pp | 75.1%-13.1pp | 69.8%-7.9pp |
| Annual return | -18.01% | -13.80%-4.2pp | 27.49%-45.5pp | 1.57%-19.6pp |
| Employer contribution / active EE | $1,222 | $3,007-59.4% | $3,636-66.4% | $2,545-52.0% |
| Participant deferral / active EE | $4,330 | $3,694+17.2% | $4,729-8.5% | $4,239+2.1% |
| Admin fee / account holder | $281 | $626-55.2% | $6,410-95.6% | $594-52.7% |