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| Provider | Service type | Compensation |
|---|---|---|
M HOLDINGS SECURITIES INC1+ years Filed as: M HOLDINGS SECURITIES,INC. Service code 28 1125 NW COUCH STREET · PORTLAND, OR 97209 | Investment Management | $30,292 |
PINPOINT FINANCIAL, LLC1+ years Service code 15 · EIN 26-2183269 | Recordkeeping | $20,194 |
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 | $39,320 | $62,324-36.9% | $68,509-42.6% | $55,191-28.8% |
| Participation rate | 75.5% | 78.9%-3.4pp | 74.7%+0.8pp | 69.2%+6.4pp |
| Annual return | -2.23% | 4.26%-6.5pp | 8.27%-10.5pp | 10.78%-13.0pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $2,278-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $2,958 | $3,425-13.6% | $3,382-12.5% | $3,046-2.9% |
| Admin fee / account holder | $106 | $91+16.2% | $5,275-98.0% | $91+16.9% |