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| Provider | Service type | Compensation |
|---|---|---|
M HOLDINGS SECURITIES INC1+ years Filed as: M HOLDINGS SECURITIES, INC. Service code 99 · EIN 62-1259536 | Other Fees | $24,426 |
AVINTUS1+ years Filed as: AVINTUS LLC Service code 99 | Other Fees | $6,960 |
AVINTUS1+ years Filed as: AVINTUS, LLC Service code 99 · EIN 04-3682160 113 SEABOARD LN, STE B150 · FRANKLIN, TN 37067 | Other Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,178 | $52,884-35.4% | $84,753-59.7% | $55,167-38.0% |
| Participation rate | 91.3% | 67.5%+23.8pp | 76.6%+14.7pp | 69.0%+22.3pp |
| Annual return | -1.07% | 18.03%-19.1pp | 22.78%-23.9pp | 169.23%-170.3pp |
| Employer contribution / active EE | $1,961 | $2,233-12.2% | $3,574-45.1% | $1,963-0.1% |
| Participant deferral / active EE | $2,576 | $2,644-2.6% | $3,712-30.6% | $3,054-15.7% |
| Admin fee / account holder | $16 | $581-97.3% | $5,333-99.7% | $504-96.9% |