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| Provider | Service type | Compensation |
|---|---|---|
M HOLDINGS SECURITIES INC4 years Service code 26 · EIN 91-1802259 1125 NW COUCH STREET · PORTLAND, OR 97204 | Advisory (Participants) | $91,186 |
Filed as: JOHN HANCOCK LIFE INS CO Service code 15 · EIN 01-0233346 | Recordkeeping | $3,870 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,848 | $58,312+237.6% | $86,656+127.2% | $71,529+175.2% |
| Participation rate | 97.9% | 65.0%+32.9pp | 71.7%+26.2pp | 67.9%+30.0pp |
| Annual return | 14.58% | 24.08%-9.5pp | 593.09%-578.5pp | 28.97%-14.4pp |
| Employer contribution / active EE | $10,917 | $2,576+323.7% | $3,025+260.8% | $2,590+321.5% |
| Participant deferral / active EE | $0 | $3,439-100.0% | $4,439-100.0% | $4,291-100.0% |
| Admin fee / account holder | $123 | $1,057-88.4% | $5,619-97.8% | $1,588-92.3% |