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 Filed as: SI HOLDINGS DBA STEPHEN INC. Service code 27 111 CENTER ST · LITTLE ROCK, AR 72201 | Advisory (Plan) | $15,708 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,553 | $58,292-35.6% | $86,640-56.7% | $71,511-47.5% |
| Participation rate | 62.5% | 65.0%-2.5pp | 71.7%-9.2pp | 67.9%-5.4pp |
| Annual return | 24.61% | 21.63%+3.0pp | 592.52%-567.9pp | 28.86%-4.2pp |
| Employer contribution / active EE | $732 | $2,574-71.6% | $3,024-75.8% | $2,589-71.7% |
| Participant deferral / active EE | $2,205 | $3,438-35.9% | $4,438-50.3% | $4,291-48.6% |
| Admin fee / account holder | $13 | $1,057-98.8% | $5,616-99.8% | $1,588-99.2% |