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| Provider | Service type | Compensation |
|---|---|---|
Filed as: M HOLDINGS SECURITIES, INC. Service code 26 1125 NW COUCH ST · PORTLAND, OR 97209 | Advisory (Participants) | $62,186 |
PAYCHEX, INC.7 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $30,423 |
Service code 13 · EIN 47-1637791 1373 VETERANS HIGHWAY · HAUPPAUGE, NY 11788 | Contract Administrator | $8,405 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,946 | $88,9820% | $102,438-13.2% | $77,671+14.5% |
| Participation rate | 97.7% | 80.9%+16.7pp | 76.5%+21.2pp | 70.6%+27.1pp |
| Annual return | 13.94% | 25.01%-11.1pp | 29.37%-15.4pp | 31.21%-17.3pp |
| Employer contribution / active EE | $3,383 | $2,698+25.4% | $3,024+11.9% | $2,726+24.1% |
| Participant deferral / active EE | $6,228 | $5,144+21.1% | $5,054+23.2% | $4,648+34.0% |
| Admin fee / account holder | $195 | $236-17.4% | $9,448-97.9% | $430-54.8% |