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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 | $88,137-68.1% | $164,975-82.9% | $74,429-62.2% |
| Participation rate | 86.3% | 73.1%+13.2pp | 78.6%+7.7pp | 67.2%+19.1pp |
| Annual return | 17.76% | 17.13%+0.6pp | 70.12%-52.4pp | 1368.38%-1350.6pp |
| Employer contribution / active EE | $2,754 | $2,597+6.0% | $4,343-36.6% | $2,625+4.9% |
| Participant deferral / active EE | $3,409 | $4,501-24.3% | $6,033-43.5% | $4,348-21.6% |
| Admin fee / account holder | $114 | $2,231-94.9% | $12,688-99.1% | $1,944-94.2% |