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| Provider | Service type | Compensation |
|---|---|---|
M HOLDINGS SECURITIES INC4 years Filed as: M HOLDINGS SECURITIES Service code 27 1125 NW COUCH STREET · PORTLAND, OR 97209 | Advisory (Plan) | $18,166 |
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $4,090 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,147 | $88,186-68.1% | $165,071-82.9% | $74,459-62.2% |
| Participation rate | 86.3% | 73.1%+13.2pp | 78.6%+7.7pp | 67.2%+19.1pp |
| Annual return | 17.76% | 17.13%+0.6pp | 70.17%-52.4pp | 1369.70%-1351.9pp |
| Employer contribution / active EE | $2,754 | $2,600+5.9% | $4,347-36.6% | $2,626+4.9% |
| Participant deferral / active EE | $3,409 | $4,505-24.3% | $6,035-43.5% | $4,350-21.6% |
| Admin fee / account holder | $114 | $2,234-94.9% | $12,695-99.1% | $1,945-94.2% |