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| Provider | Service type | Compensation |
|---|---|---|
M HOLDINGS SECURITIES INC2+ years Filed as: M HOLDINGS SECURITIES, INC. Service code 99 · EIN 62-1259536 | Other Fees | $27,803 |
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 | $36,782 | $58,726-37.4% | $92,240-60.1% | $62,293-41.0% |
| Participation rate | 90.2% | 68.3%+21.9pp | 76.5%+13.8pp | 69.5%+20.7pp |
| Annual return | 15.32% | 43.62%-28.3pp | 176.29%-161.0pp | 28.90%-13.6pp |
| Employer contribution / active EE | $1,649 | $2,392-31.1% | $3,680-55.2% | $2,042-19.3% |
| Participant deferral / active EE | $2,541 | $2,766-8.1% | $3,897-34.8% | $3,169-19.8% |
| Admin fee / account holder | $13 | $556-97.7% | $5,194-99.7% | $479-97.3% |