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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 | $89,123-0.2% | $102,460-13.2% | $77,762+14.4% |
| Participation rate | 97.7% | 80.9%+16.7pp | 76.5%+21.2pp | 70.6%+27.1pp |
| Annual return | 13.94% | 25.05%-11.1pp | 29.47%-15.5pp | 31.27%-17.3pp |
| Employer contribution / active EE | $3,383 | $2,700+25.3% | $3,025+11.8% | $2,728+24.0% |
| Participant deferral / active EE | $6,228 | $5,148+21.0% | $5,056+23.2% | $4,651+33.9% |
| Admin fee / account holder | $195 | $236-17.5% | $9,460-97.9% | $433-55.0% |