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| Provider | Service type | Compensation |
|---|---|---|
M HOLDINGS SECURITIES INC8 years Service code 27 · EIN 91-1802259 | Advisory (Plan) | $38,955 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,700 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,647 | $79,181+44.8% | $102,423+11.9% | $74,429+54.0% |
| Participation rate | 76.6% | 74.8%+1.8pp | 76.5%+0.1pp | 67.2%+9.4pp |
| Annual return | 19.04% | 54.97%-35.9pp | 29.42%-10.4pp | 1368.38%-1349.3pp |
| Employer contribution / active EE | $2,090 | $2,362-11.5% | $3,023-30.9% | $2,625-20.4% |
| Participant deferral / active EE | $10,211 | $4,416+131.2% | $5,054+102.0% | $4,348+134.8% |
| Admin fee / account holder | $204 | $2,002-89.8% | $9,455-97.8% | $1,944-89.5% |