Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
M HOLDINGS SECURITIES INC2 years Service code 27 · EIN 91-1802259 | Advisory (Plan) | $22,546 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,027 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,696 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,272 | $76,112+81.7% | $96,544+43.2% | $71,529+93.3% |
| Participation rate | 93.4% | 74.4%+19.0pp | 76.0%+17.4pp | 67.9%+25.4pp |
| Annual return | 17.48% | 22.80%-5.3pp | 25.88%-8.4pp | 28.97%-11.5pp |
| Employer contribution / active EE | $1,801 | $2,248-19.9% | $2,966-39.3% | $2,590-30.4% |
| Participant deferral / active EE | $9,015 | $4,217+113.8% | $4,851+85.8% | $4,291+110.1% |
| Admin fee / account holder | $176 | $2,708-93.5% | $8,254-97.9% | $1,588-88.9% |