Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
M HOLDINGS SECURITIES INC3+ years Filed as: M HOLDINGS SECURITIES, INC. Service code 99 · EIN 62-1259536 | Other Fees | $33,575 |
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 | $39,805 | $55,449-28.2% | $83,831-52.5% | $56,289-29.3% |
| Participation rate | 92.1% | 68.0%+24.1pp | 76.1%+16.0pp | 69.9%+22.3pp |
| Annual return | 11.77% | -1.38%+13.2pp | 850.99%-839.2pp | -9.96%+21.7pp |
| Employer contribution / active EE | $1,734 | $2,430-28.7% | $3,631-52.3% | $2,111-17.9% |
| Participant deferral / active EE | $2,864 | $2,935-2.4% | $4,082-29.8% | $3,350-14.5% |
| Admin fee / account holder | $22 | $656-96.6% | $5,479-99.6% | $521-95.7% |